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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
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$956K
3
+$766K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$603K
5
HON icon
Honeywell
HON
+$595K

Top Sells

1
+$2.56M
2
+$2.31M
3
+$1.78M
4
JHY
Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest
JHY
+$632K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$374K

Sector Composition

1 Technology 6.58%
2 Consumer Discretionary 2.94%
3 Industrials 2.76%
4 Healthcare 2.53%
5 Consumer Staples 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.25M 6.63%
136,796
+6,820
2
$6.92M 5.57%
135,777
+5,144
3
$5.18M 4.16%
13,849
+391
4
$4.33M 3.48%
32,662
+60
5
$3.77M 3.03%
26,679
+1,620
6
$3.52M 2.83%
25,739
+2,774
7
$3.52M 2.83%
17,949
+6,276
8
$3.1M 2.49%
145,995
+5,280
9
$3.06M 2.46%
15,696
+635
10
$2.83M 2.27%
23,568
-1,128
11
$2.55M 2.05%
50,973
+5,359
12
$2.5M 2.01%
45,345
-750
13
$2.41M 1.94%
119,512
+27,501
14
$2.38M 1.92%
109,620
+9,440
15
$2.33M 1.87%
11,435
+15
16
$2.29M 1.84%
10,287
+7
17
$2.23M 1.79%
5,310
-13
18
$2.21M 1.77%
21,630
+4,375
19
$2.2M 1.77%
13,520
20
$1.92M 1.54%
16,940
-140
21
$1.81M 1.45%
42,774
+270
22
$1.74M 1.4%
14,976
+5,329
23
$1.64M 1.32%
15,504
+925
24
$1.64M 1.32%
24,293
+2,081
25
$1.62M 1.3%
70,146
-757
1
2 3 4 5