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
$114M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$569K
2 +$443K
3 +$405K
4
CEG icon
Constellation Energy
CEG
+$404K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$333K

Top Sells

1 +$1.21M
2 +$733K
3 +$631K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$631K
5
PIO icon
Invesco Global Water ETF
PIO
+$447K

Sector Composition

1 Technology 7.25%
2 Healthcare 2.91%
3 Consumer Discretionary 2.85%
4 Industrials 2.46%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,801
127
-79,100