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
$131M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$616K
3
+$441K
4
FBLG icon
FibroBiologics
FBLG
+$440K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$416K

Top Sells

1
+$548K
2
+$453K
3
+$378K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$374K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 3.63%
3 Healthcare 3.36%
4 Industrials 2.89%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224K 0.17%
9,548
-23,313
127
$221K 0.17%
5,112
-2,218
128
$217K 0.17%
1,975
129
$211K 0.16%
6,320
130
$210K 0.16%
1,770
131
$202K 0.15%
+8,000
132
$127K 0.1%
10,211
-725
133
$126K 0.1%
10,767
134
– –
-8,561
2 3 4 5
6