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
$131M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$616K
3
+$441K
4
FBLG icon
FibroBiologics
FBLG
+$440K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$416K

Top Sells

1
+$548K
2
+$453K
3
+$378K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$374K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 3.63%
3 Healthcare 3.36%
4 Industrials 2.89%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K 0.25%
23,769
-626
102
$306K 0.23%
930
103
$301K 0.23%
2,900
-915
104
$299K 0.23%
1,400
105
$295K 0.23%
11,120
106
$294K 0.23%
16,469
-25,352
107
$291K 0.22%
927
+35
108
$282K 0.22%
3,825
109
$278K 0.21%
1,411
-275
110
$278K 0.21%
7,001
+275
111
$274K 0.21%
1,800
-50
112
$273K 0.21%
1,579
-475
113
$273K 0.21%
2,256
114
$267K 0.2%
5,485
115
$260K 0.2%
1,103
116
$260K 0.2%
5,481
117
$260K 0.2%
6,028
-900
118
$258K 0.2%
5,660
119
$246K 0.19%
1,340
120
$241K 0.18%
5,775
-6,350
121
$236K 0.18%
6,730
122
$236K 0.18%
+755
123
$231K 0.18%
12,550
-1,350
124
$226K 0.17%
9,545
125
$225K 0.17%
500
2 3 4
5
6