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
$113M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$334K
3
+$306K
4
SCHW icon
Charles Schwab
SCHW
+$263K
5
IFN
India Fund
IFN
+$245K

Top Sells

1
+$1.83M
2
+$398K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$298K

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 3.68%
3 Healthcare 3.27%
4 Industrials 3.05%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.55M 7.55%
28,216
-460
2
$5.64M 4.98%
34,147
+76
3
$5.35M 4.73%
11,259
-26
4
$5.29M 4.67%
27,479
-172
5
$3.63M 3.2%
9,646
-316
6
$3.4M 3.01%
34,109
-3,630
7
$3.34M 2.95%
19,588
-10
8
$3.23M 2.85%
13,605
-293
9
$2.86M 2.52%
14,240
-1,478
10
$2.09M 1.85%
7,997
-1,115
11
$1.98M 1.74%
3,893
-28
12
$1.93M 1.71%
6,218
-2
13
$1.89M 1.67%
13,895
-851
14
$1.84M 1.62%
12,095
-335
15
$1.5M 1.33%
43,645
-186
16
$1.48M 1.31%
4,265
-569
17
$1.46M 1.29%
9,755
-549
18
$1.45M 1.28%
18,132
-105
19
$1.45M 1.28%
9,184
20
$1.32M 1.17%
26,140
-1,150
21
$1.25M 1.1%
28,900
-40
22
$1.23M 1.09%
7,952
-447
23
$1.19M 1.05%
13,214
-78
24
$1.18M 1.04%
11,285
-192
25
$1.16M 1.02%
31,646
+2,652
1
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