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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$5.91M
3 +$3.51M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.28M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.4%
2 Healthcare 2.51%
3 Consumer Discretionary 2.46%
4 Industrials 2.23%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.21M 5.99%
+123,607
2
$5.91M 5.71%
+33,600
3
$3.51M 3.39%
+146,757
4
$3.28M 3.16%
+10,179
5
$3.2M 3.09%
+25,663
6
$3.19M 3.08%
+23,353
7
$3M 2.9%
+141,076
8
$2.74M 2.65%
+51,138
9
$2.42M 2.34%
+20,329
10
$2.35M 2.27%
+20,314
11
$2.34M 2.26%
+14,327
12
$2.34M 2.26%
+31,872
13
$2.08M 2.01%
+15,338
14
$2.05M 1.98%
+11,420
15
$2M 1.93%
+94,115
16
$1.99M 1.92%
+18,054
17
$1.91M 1.84%
+58,510
18
$1.83M 1.77%
+4,888
19
$1.83M 1.77%
+11,039
20
$1.73M 1.67%
+16,954
21
$1.71M 1.65%
+38,479
22
$1.68M 1.62%
+83,763
23
$1.62M 1.56%
+35,349
24
$1.57M 1.52%
+63,730
25
$1.57M 1.51%
+9,929