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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
$148M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$788K
3
+$433K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$338K
5
CVX icon
Chevron
CVX
+$321K

Top Sells

1
+$1.89M
2
+$1.23M
3
+$921K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$773K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$524K

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 3.22%
3 Industrials 2.97%
4 Healthcare 2.23%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.61M 6.47%
125,744
-7,064
2
$6.5M 4.38%
13,678
-100
3
$5.76M 3.88%
32,435
-570
4
$5.39M 3.63%
32,121
-674
5
$5.05M 3.4%
22,688
+820
6
$4.88M 3.28%
48,015
+2,930
7
$4.15M 2.8%
204,437
+21,256
8
$4.1M 2.76%
23,887
-621
9
$3.85M 2.59%
77,387
-10,030
10
$3.7M 2.49%
15,325
-156
11
$3.66M 2.46%
10,876
+130
12
$3.05M 2.06%
142,795
-1,350
13
$2.74M 1.85%
11,112
-360
14
$2.56M 1.72%
4,947
-2
15
$2.48M 1.67%
46,130
-45
16
$2.37M 1.59%
23,540
+2,530
17
$2.19M 1.48%
13,160
-320
18
$2.19M 1.48%
102,190
+8,715
19
$2.13M 1.44%
39,918
+54
20
$2.08M 1.4%
16,124
-25
21
$1.95M 1.31%
23,086
-5
22
$1.85M 1.25%
47,359
+1,677
23
$1.79M 1.21%
4,318
24
$1.77M 1.19%
35,440
+2,180
25
$1.77M 1.19%
35,721
-8,209
1
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