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
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$561K
3
+$561K
4
ARKK icon
ARK Innovation ETF
ARKK
+$546K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$495K

Top Sells

1
+$1.12M
2
+$648K
3
+$545K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$315K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$125K

Sector Composition

1 Technology 6.62%
2 Consumer Discretionary 3.33%
3 Industrials 2.81%
4 Healthcare 2.04%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.18%
1,556
+102
102
$255K 0.18%
3,079
103
$253K 0.18%
15,792
104
$250K 0.18%
7,920
105
$249K 0.18%
11,458
+662
106
$249K 0.18%
1,775
107
$248K 0.17%
1,650
108
$246K 0.17%
5,155
109
$238K 0.17%
+1,740
110
$224K 0.16%
1,692
-300
111
$223K 0.16%
+1,780
112
$223K 0.16%
2,881
113
$219K 0.15%
1,140
114
$169K 0.12%
+22,750
115
$106K 0.07%
+10,650
116
– –
-14,299
1 2 3 4
5