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
$109M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$833K
3
+$416K
4
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$297K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$279K

Top Sells

1
+$3.19M
2
+$1.83M
3
+$843K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$387K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$381K

Sector Composition

1 Technology 7.41%
2 Healthcare 3.92%
3 Industrials 3.09%
4 Consumer Discretionary 2.84%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.19%
+1,578
102
$207K 0.19%
9,045
-3,200
103
$205K 0.19%
2,197
104
$204K 0.19%
+5,241
105
$129K 0.12%
14,250
106
$127K 0.12%
10,767
-3,800
107
– –
-1,630
108
– –
-13,361
109
– –
-2,904
110
– –
-9,625
111
– –
-150,805
1 2 3 4
5