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
$114M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$554K
3
+$517K
4
AAPL icon
Apple
AAPL
+$512K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$496K

Top Sells

1
+$368K
2
+$308K
3
+$152K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$148K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$102K

Sector Composition

1 Technology 10.47%
2 Consumer Discretionary 3.28%
3 Healthcare 3.01%
4 Industrials 2.99%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.23%
2,461
+325
102
$260K 0.23%
+7,096
103
$260K 0.23%
5,735
104
$255K 0.22%
+3,571
105
$241K 0.21%
+7,070
106
$236K 0.21%
+1,550
107
$232K 0.2%
+5,481
108
$226K 0.2%
+1,692
109
$224K 0.2%
+1,543
110
$216K 0.19%
8,600
-2,000
111
$214K 0.19%
+5,485
112
$214K 0.19%
870
-89
113
$213K 0.19%
9,045
114
$195K 0.17%
+10,285
115
$121K 0.11%
10,767
116
$96.8K 0.08%
10,350
-400
117
$57.5K 0.05%
10,626
+226
118
– –
-28,840
1 2 3 4
5