AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
-12.37%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-17%)
Cap. Flow
-$4.81M
Cap. Flow
% of AUM
-4.22%
Top 10 Holdings %
Top 10 Hldgs %
36.1%
Holding
128
New
8
Increased
24
Reduced
46
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$1.31M |
| 2 |
VanEck Agribusiness ETF
MOO
|
$505K |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$406K |
| 4 |
Constellation Energy
CEG
|
$385K |
| 5 |
Invesco Water Resources ETF
PHO
|
$384K |
Top Sells
Sector Composition
| 1 | Technology | 7.25% |
| 2 | Healthcare | 2.91% |
| 3 | Consumer Discretionary | 2.85% |
| 4 | Industrials | 2.46% |
| 5 | Consumer Staples | 1.74% |