AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $141M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.03M
3
+$828K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$679K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$658K

Top Sells

1
+$1.74M
2
+$1.5M
3
+$1.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$700K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$627K

Sector Composition

1 Technology 6.33%
2 Industrials 2.99%
3 Consumer Discretionary 2.85%
4 Healthcare 2.24%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.18%
+1,454
102
$232K 0.18%
1,650
103
$229K 0.17%
1,775
104
$215K 0.16%
+640
105
$215K 0.16%
+1,140
106
$213K 0.16%
2,881
107
$212K 0.16%
+7,704
108
$209K 0.16%
+4,085
109
$109K 0.08%
14,299
110
– –
-4,815
111
– –
-1,420
112
– –
-9,539
113
– –
-10,308
1 2 3 4
5