We are live on ! Find out more
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
$138M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.04%
2 Consumer Discretionary 3.02%
3 Industrials 2.52%
4 Healthcare 2.47%
5 Consumer Staples 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,585
127
-945
128
-5,532
129
-14,510
130
-4,300
131
-7,757