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
$127M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$769K
2 +$582K
3 +$572K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$569K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$499K

Top Sells

1 +$346K
2 +$338K
3 +$333K
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$268K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Technology 9.78%
2 Consumer Discretionary 3.77%
3 Healthcare 3.17%
4 Industrials 3.14%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.16%
+11,000
127
$133K 0.11%
10,936
128
$123K 0.1%
+10,767
129
-695
130
-10,164
131
-2,445