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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
$131M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$943K
3
+$819K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$680K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$650K

Top Sells

1
+$1.79M
2
+$1.5M
3
+$1.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$700K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$627K

Sector Composition

1 Technology 6.33%
2 Industrials 2.99%
3 Consumer Discretionary 2.85%
4 Healthcare 2.24%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.16M 6.23%
134,296
-2,500
2
$5.73M 4.38%
114,025
-21,752
3
$5.7M 4.35%
14,389
+540
4
$4.62M 3.53%
20,926
+2,977
5
$4.54M 3.47%
29,965
+4,226
6
$3.9M 2.98%
31,929
-733
7
$3.72M 2.84%
25,283
-1,396
8
$3.68M 2.81%
36,145
+14,515
9
$3.27M 2.49%
15,796
+100
10
$2.97M 2.27%
147,483
+27,971
11
$2.79M 2.13%
53,701
+2,728
12
$2.75M 2.1%
126,970
+17,350
13
$2.74M 2.09%
129,645
-16,350
14
$2.54M 1.94%
46,375
+1,030
15
$2.53M 1.93%
11,435
16
$2.52M 1.92%
5,291
-19
17
$2.36M 1.8%
10,013
-274
18
$2.09M 1.59%
13,500
-20
19
$1.96M 1.5%
17,999
+3,023
20
$1.88M 1.43%
15,904
+400
21
$1.87M 1.43%
16,031
-909
22
$1.8M 1.38%
42,126
-648
23
$1.75M 1.34%
80,350
+12,725
24
$1.72M 1.32%
24,325
+32
25
$1.57M 1.2%
7,314
-45
1
2 3 4 5