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
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$820K
3 +$432K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$332K
5
CVX icon
Chevron
CVX
+$332K

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
-33,266
131
-89,620