AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
+6.05%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+5.1%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
35.84%
Holding
99
New
6
Increased
22
Reduced
48
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$2.8M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$464K |
| 3 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$341K |
| 4 |
Invesco Solar ETF
TAN
|
$330K |
| 5 |
AstraZeneca
AZN
|
$264K |
Top Sells
Sector Composition
| 1 | Technology | 6.55% |
| 2 | Consumer Discretionary | 3.26% |
| 3 | Healthcare | 2.87% |
| 4 | Industrials | 2.35% |
| 5 | Consumer Staples | 1.49% |
