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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
$142M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$574K
3
+$556K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$495K
5
ARKK icon
ARK Innovation ETF
ARKK
+$487K

Top Sells

1
+$1.12M
2
+$630K
3
+$546K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$316K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$124K

Sector Composition

1 Technology 6.62%
2 Consumer Discretionary 3.33%
3 Industrials 2.81%
4 Healthcare 2.04%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.09M 6.4%
133,868
-428
2
$6.13M 4.32%
14,315
-74
3
$4.99M 3.52%
31,456
+1,491
4
$4.86M 3.43%
21,202
+276
5
$4.58M 3.23%
91,687
-22,338
6
$4.56M 3.22%
33,318
+1,389
7
$4.18M 2.95%
40,995
+4,850
8
$3.88M 2.74%
25,093
-190
9
$3.6M 2.54%
174,710
+27,227
10
$3.52M 2.48%
15,796
11
$3.02M 2.13%
139,695
+12,725
12
$2.92M 2.06%
53,762
+61
13
$2.92M 2.06%
10,769
+756
14
$2.57M 1.81%
5,231
-60
15
$2.56M 1.81%
11,472
+37
16
$2.53M 1.78%
46,175
-200
17
$2.42M 1.71%
114,695
-14,950
18
$2.32M 1.64%
13,500
19
$2.25M 1.59%
20,042
+2,043
20
$2M 1.41%
16,344
+440
21
$1.97M 1.39%
41,166
-960
22
$1.96M 1.38%
90,300
+9,950
23
$1.81M 1.28%
23,985
-340
24
$1.77M 1.25%
21,501
+2,460
25
$1.62M 1.14%
6,859
-455
1
2 3 4 5