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AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$154M
1-Year Est. Return
21.65%
This Fund
S&P 500
1 Year Est. Return
+21.65%
AUM
$154M
AUM Growth
-$1.23M
(-0.79%)
Holding
158
Top Buys
| 1 | +$1.43M | |
| 2 | +$1.02M | |
| 3 | +$612K | |
| 4 |
Rio Tinto
RIO
|
+$526K |
| 5 |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
|
+$496K |
Top Sells
| 1 | +$2.04M | |
| 2 | +$1.08M | |
| 3 | +$1.06M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$482K |
| 5 |
Apple
AAPL
|
+$388K |
Sector Composition
| 1 | Technology | 9.12% |
| 2 | Healthcare | 3.87% |
| 3 | Consumer Discretionary | 2.71% |
| 4 | Industrials | 2.58% |
| 5 | Financials | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Advanced Micro Devices
AMD
$775B
| $201K | 0.13% |
+990
|
|
||
152
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
| $126K | 0.08% |
10,211
|
|
||
|
BUI.RT
153
DELISTED
BlackRock Utilities, Infrastructure & Power Opportunities Trust Rights (expiring April 2, 2026)
BUI.RT
| $264 | ﹤0.01% |
+33,365
|
|
||
154
Energy Transfer Partners
ET
$65.6B
| – | – |
-12,989
|
|
||
155
SAP
SAP
$209B
| – | – |
-900
|
|
||
|
TBIL
156
F/m US Treasury 3 Month Bill Fund
TBIL
$7.14B
| – | – |
-4,600
|
|
||
157
FibroBiologics
FBLG
$4.84M
| – | – |
-4,410
|
|
||
|
BPRE
158
Bluerock Private Real Estate Fund
BPRE
| – | – |
-16,732
|
|