AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$156M
1-Year Est. Return
18.94%
This Fund
S&P 500
1 Year Est. Return
+18.94%
AUM
$153M
AUM Growth
+$11.3M
(+8%)
Holding
151
Top Buys
| 1 | +$4.71M | |
| 2 | +$775K | |
| 3 | +$540K | |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$501K |
| 5 |
iShares Global Infrastructure ETF
IGF
|
+$458K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$391K | |
| 3 | +$323K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$318K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$225K |
Sector Composition
| 1 | Technology | 10.72% |
| 2 | Consumer Discretionary | 3.33% |
| 3 | Industrials | 2.84% |
| 4 | Healthcare | 2.76% |
| 5 | Financials | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Texas Instruments
TXN
$173B
| – | – |
-985
|
|