AIFAIM
American Institute for Advanced Investment Management Portfolio holdings
AUM
$141M
This Quarter Return
+6%
1 Year Return
+15.39%
3 Year Return
+61.72%
5 Year Return
+86.05%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+7%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
34.31%
Holding
146
New
13
Increased
35
Reduced
56
Closed
6
Top Buys
| 1 |
Digital Realty Trust
DLR
|
$754K |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$584K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$546K |
| 4 |
iShares MSCI India ETF
INDA
|
$494K |
| 5 |
Broadcom
AVGO
|
$435K |
Top Sells
| 1 |
iShares MSCI Mexico ETF
EWW
|
$650K |
| 2 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$507K |
| 3 |
First Trust Japan AlphaDEX Fund
FJP
|
$413K |
| 4 |
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
|
$358K |
| 5 |
Apple
AAPL
|
$335K |
Sector Composition
| 1 | Technology | 10.34% |
| 2 | Consumer Discretionary | 3.68% |
| 3 | Healthcare | 3.38% |
| 4 | Industrials | 3.17% |
| 5 | Consumer Staples | 2.1% |
