AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$156M
1-Year Est. Return
18.93%
This Fund
S&P 500
1 Year Est. Return
+18.93%
AUM
$156M
AUM Growth
+$2.85M
(+1.9%)
Holding
154
Top Buys
| 1 | +$1.37M | |
| 2 | +$693K | |
| 3 | +$501K | |
| 4 |
Global X Artificial Intelligence & Technology ETF
AIQ
|
+$389K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$352K |
Top Sells
| 1 | +$465K | |
| 2 | +$318K | |
| 3 | +$294K | |
| 4 |
Apple
AAPL
|
+$277K |
| 5 |
Home Depot
HD
|
+$256K |
Sector Composition
| 1 | Technology | 10.48% |
| 2 | Consumer Discretionary | 3.16% |
| 3 | Healthcare | 2.91% |
| 4 | Industrials | 2.41% |
| 5 | Financials | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BSCP
151
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-22,468
|
|
||
152
Cintas
CTAS
$81.8B
| – | – |
-1,180
|
|
||
153
iShares US Medical Devices ETF
IHI
$3.49B
| – | – |
-4,890
|
|
||
154
Nuveen Quality Municipal Income Fund
NAD
$2.82B
| – | – |
-10,767
|
|