AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $156M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$788K
3
+$433K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$338K
5
CVX icon
Chevron
CVX
+$321K

Top Sells

1
+$1.89M
2
+$1.23M
3
+$921K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$773K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$524K

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 3.22%
3 Industrials 2.97%
4 Healthcare 2.23%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,927
127
– –
-7,550
128
– –
-10,722
129
– –
-1,715
130
– –
-89,620
131
– –
-33,266
2 3 4 5
6