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
$113M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$334K
3
+$306K
4
SCHW icon
Charles Schwab
SCHW
+$263K
5
IFN
India Fund
IFN
+$245K

Top Sells

1
+$1.83M
2
+$398K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$298K

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 3.68%
3 Healthcare 3.27%
4 Industrials 3.05%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.22%
2,520
102
$250K 0.22%
5,481
103
$248K 0.22%
13,900
-4,867
104
$247K 0.22%
10,164
-926
105
$245K 0.22%
+13,387
106
$235K 0.21%
1,383
-145
107
$233K 0.21%
400
108
$231K 0.2%
9,545
+500
109
$229K 0.2%
950
-213
110
$228K 0.2%
5,660
111
$226K 0.2%
5,485
112
$226K 0.2%
+500
113
$223K 0.2%
1,655
114
$219K 0.19%
6,320
-750
115
$218K 0.19%
+6,415
116
$209K 0.18%
1,480
-132
117
$205K 0.18%
1,365
-303
118
$204K 0.18%
+1,975
119
$200K 0.18%
695
-115
120
$129K 0.11%
+10,936
121
– –
-86,180
122
– –
-4,600
1 2 3 4
5