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
$140M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$584K
3
+$546K
4
INDA icon
iShares MSCI India ETF
INDA
+$494K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$408K

Top Sells

1
+$650K
2
+$507K
3
+$413K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$358K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 7.34%
27,318
-291
2
$6.37M 4.56%
33,554
-402
3
$6.13M 4.39%
10,685
-5
4
$5.68M 4.06%
24,358
-1,439
5
$4.15M 2.97%
9,651
+10
6
$3.63M 2.6%
12,818
-592
7
$3.57M 2.56%
18,040
-1,259
8
$3.12M 2.23%
30,937
-500
9
$2.7M 1.93%
12,233
-397
10
$2.34M 1.68%
6,101
-70
11
$2.29M 1.64%
12,312
+105
12
$2.19M 1.57%
3,853
13
$2.13M 1.52%
13,798
+206
14
$2.07M 1.48%
7,892
-45
15
$1.91M 1.36%
7,367
+330
16
$1.81M 1.3%
4,475
+30
17
$1.79M 1.28%
43,560
-299
18
$1.68M 1.2%
8,512
+101
19
$1.66M 1.19%
14,420
+2,060
20
$1.65M 1.18%
36,455
+3,065
21
$1.64M 1.18%
9,416
-440
22
$1.6M 1.15%
6,533
+811
23
$1.58M 1.13%
12,397
+500
24
$1.54M 1.1%
38,251
+1,107
25
$1.53M 1.09%
18,285
+2,725
1
2 3 4 5