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
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$820K
3
+$432K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$332K
5
CVX icon
Chevron
CVX
+$332K

Top Sells

1
+$1.89M
2
+$1.23M
3
+$921K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$773K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$540K

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 3.22%
3 Industrials 2.97%
4 Healthcare 2.23%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.19%
5,010
-180
102
$277K 0.19%
5,855
103
$277K 0.19%
6,010
104
$275K 0.19%
17,067
+650
105
$270K 0.18%
3,527
+36
106
$269K 0.18%
2,904
107
$258K 0.17%
1,780
108
$257K 0.17%
+3,316
109
$253K 0.17%
3,290
-720
110
$245K 0.17%
+3,585
111
$231K 0.16%
1,556
112
$226K 0.15%
+3,400
113
$221K 0.15%
945
114
$220K 0.15%
2,522
115
$215K 0.14%
1,140
116
$214K 0.14%
+4,200
117
$210K 0.14%
4,300
-2,000
118
$208K 0.14%
+1,005
119
$205K 0.14%
2,881
120
$205K 0.14%
+8,000
121
$201K 0.14%
+4,868
122
$199K 0.13%
+11,086
123
$154K 0.1%
14,510
-12,150
124
$142K 0.1%
14,250
125
$107K 0.07%
13,350
2 3 4
5
6