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
$127M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$582K
3
+$572K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$569K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$499K

Top Sells

1
+$346K
2
+$338K
3
+$333K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$268K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Technology 9.78%
2 Consumer Discretionary 3.77%
3 Healthcare 3.17%
4 Industrials 3.14%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.24%
+1,686
102
$307K 0.24%
7,330
-4,592
103
$303K 0.24%
1,850
+485
104
$301K 0.24%
6,928
105
$296K 0.23%
+15,320
106
$287K 0.23%
1,400
-273
107
$279K 0.22%
+930
108
$279K 0.22%
892
-58
109
$278K 0.22%
5,485
110
$278K 0.22%
2,256
-50
111
$277K 0.22%
3,825
112
$269K 0.21%
+6,726
113
$266K 0.21%
5,481
114
$257K 0.2%
+9,175
115
$253K 0.2%
13,900
116
$247K 0.2%
5,660
117
$241K 0.19%
6,730
+315
118
$238K 0.19%
1,655
119
$238K 0.19%
500
120
$238K 0.19%
1,975
121
$234K 0.19%
6,320
122
$227K 0.18%
+1,103
123
$227K 0.18%
9,545
124
$214K 0.17%
+1,770
125
$204K 0.16%
1,340
-140
2 3 4
5
6