AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $141M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$554K
3
+$517K
4
AAPL icon
Apple
AAPL
+$512K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$496K

Top Sells

1
+$368K
2
+$308K
3
+$152K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$148K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$102K

Sector Composition

1 Technology 10.47%
2 Consumer Discretionary 3.28%
3 Healthcare 3.01%
4 Industrials 2.99%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.15M 7.13%
29,628
+1,168
2
$5.91M 5.17%
30,482
+2,641
3
$5.51M 4.82%
12,427
+29
4
$5.23M 4.58%
33,148
+1,343
5
$3.83M 3.35%
38,409
-1,520
6
$3.31M 2.89%
9,707
+1,007
7
$3.22M 2.81%
19,799
+785
8
$3.14M 2.75%
16,780
-790
9
$3.1M 2.71%
14,058
-150
10
$2.28M 1.99%
9,112
-13
11
$2.24M 1.96%
105,770
-3,200
12
$2.11M 1.84%
4,396
-105
13
$2.1M 1.84%
15,840
+1,946
14
$1.77M 1.55%
6,258
+2,500
15
$1.66M 1.45%
12,745
+1,530
16
$1.64M 1.43%
13,376
+925
17
$1.56M 1.37%
20,836
+1,965
18
$1.45M 1.27%
46,264
+1,510
19
$1.41M 1.24%
9,454
+807
20
$1.38M 1.21%
4,455
+390
21
$1.29M 1.13%
26,030
+1,700
22
$1.27M 1.11%
8,960
+735
23
$1.27M 1.11%
30,827
+12,525
24
$1.23M 1.08%
13,764
+1,538
25
$1.22M 1.07%
2,754
+260
1
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