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
$131M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$616K
3
+$441K
4
FBLG icon
FibroBiologics
FBLG
+$440K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$416K

Top Sells

1
+$548K
2
+$453K
3
+$378K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$374K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 3.63%
3 Healthcare 3.36%
4 Industrials 2.89%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 7.7%
27,609
+136
2
$5.92M 4.54%
33,956
-55
3
$5.82M 4.45%
10,690
-157
4
$5.43M 4.16%
25,797
-170
5
$4.31M 3.3%
9,641
+41
6
$3.59M 2.75%
13,410
+7
7
$3.52M 2.7%
19,299
-91
8
$3.16M 2.42%
31,437
-1,387
9
$2.56M 1.96%
12,630
-25
10
$2.36M 1.81%
12,207
+442
11
$2.31M 1.77%
6,171
-40
12
$2.06M 1.58%
3,853
13
$1.98M 1.52%
13,592
-105
14
$1.88M 1.44%
7,937
+40
15
$1.62M 1.24%
43,859
-110
16
$1.58M 1.21%
9,856
+295
17
$1.53M 1.17%
4,445
+35
18
$1.49M 1.14%
5,722
+1,690
19
$1.47M 1.13%
11,555
+1,175
20
$1.45M 1.11%
8,806
-55
21
$1.44M 1.1%
8,411
-27
22
$1.44M 1.1%
33,390
+2,615
23
$1.42M 1.08%
7,037
-35
24
$1.4M 1.07%
11,300
+3,040
25
$1.38M 1.05%
37,144
+675
1
2 3 4 5