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

Top Buys

1 +$505K
2 +$406K
3 +$385K
4
PHO icon
Invesco Water Resources ETF
PHO
+$384K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$305K

Top Sells

1 +$1.16M
2 +$726K
3 +$631K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$580K
5
PIO icon
Invesco Global Water ETF
PIO
+$412K

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
-5,335
127
-3,040