AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$775K
3
+$540K
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$501K
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$458K

Top Sells

1
+$1.34M
2
+$391K
3
+$323K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$318K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$225K

Sector Composition

1 Technology 10.72%
2 Consumer Discretionary 3.33%
3 Industrials 2.84%
4 Healthcare 2.76%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$366K 0.24%
4,785
102
$365K 0.24%
820
103
$364K 0.24%
2,721
104
$349K 0.23%
10,273
-1,450
105
$347K 0.23%
22,670
106
$338K 0.22%
16,139
+1,240
107
$335K 0.22%
6,572
-90
108
$327K 0.21%
1,341
109
$322K 0.21%
3,842
-45
110
$321K 0.21%
1,183
+40
111
$316K 0.21%
13,695
+1,650
112
$310K 0.2%
2,181
113
$308K 0.2%
8,720
-400
114
$305K 0.2%
400
115
$295K 0.19%
1,485
116
$294K 0.19%
4,890
-100
117
$294K 0.19%
5,391
-90
118
$293K 0.19%
5,408
119
$281K 0.18%
665
120
$271K 0.18%
1,097
121
$256K 0.17%
2,320
+145
122
$252K 0.16%
1,551
-175
123
$245K 0.16%
5,490
-5,130
124
$245K 0.16%
1,915
125
$243K 0.16%
7,600
3 4
5
6 7