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
$140M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$584K
3
+$546K
4
INDA icon
iShares MSCI India ETF
INDA
+$494K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$408K

Top Sells

1
+$650K
2
+$507K
3
+$413K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$358K
5
AAPL icon
Apple
AAPL
+$335K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.68%
3 Healthcare 3.38%
4 Industrials 3.17%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$344K 0.25%
2,932
102
$336K 0.24%
10,775
-670
103
$332K 0.24%
2,900
104
$329K 0.24%
5,773
-4,524
105
$329K 0.24%
2,290
+315
106
$329K 0.24%
7,502
-4,332
107
$327K 0.23%
23,692
-77
108
$305K 0.22%
2,256
109
$300K 0.21%
+3,060
110
$299K 0.21%
5,860
+200
111
$291K 0.21%
1,690
-110
112
$289K 0.21%
1,400
113
$283K 0.2%
1,411
114
$282K 0.2%
5,481
115
$279K 0.2%
+15,425
116
$273K 0.2%
88,206
117
$272K 0.19%
5,680
-2,130
118
$270K 0.19%
6,028
119
$270K 0.19%
5,485
120
$265K 0.19%
10,520
-600
121
$262K 0.19%
2,045
+275
122
$253K 0.18%
500
123
$253K 0.18%
6,730
124
$251K 0.18%
5,775
125
$248K 0.18%
3,825
2 3 4
5
6