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AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.04M
3
+$384K
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$373K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$371K

Top Sells

1
+$658K
2
+$605K
3
+$549K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$386K
5
TT icon
Trane Technologies
TT
+$362K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.5%
3 Healthcare 2.61%
4 Industrials 2.52%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 7.94%
106,132
-3,140
2
$6.19M 4.62%
10,567
-118
3
$6.08M 4.53%
32,820
-734
4
$5.52M 4.11%
22,028
-2,330
5
$4.03M 3%
9,554
-97
6
$3.55M 2.65%
12,265
-553
7
$3.47M 2.59%
34,626
+3,689
8
$3.44M 2.57%
17,580
-460
9
$2.7M 2.01%
12,229
-4
10
$2.66M 1.99%
12,142
-170
11
$2.48M 1.85%
36,324
-282
12
$2.18M 1.63%
3,836
-17
13
$1.73M 1.29%
6,840
-1,052
14
$1.67M 1.24%
14,541
+121
15
$1.66M 1.24%
41,135
-2,425
16
$1.65M 1.23%
4,235
-240
17
$1.63M 1.22%
9,652
+236
18
$1.58M 1.18%
32,790
+7,945
19
$1.58M 1.17%
39,647
+1,396
20
$1.55M 1.16%
6,947
-420
21
$1.54M 1.14%
11,159
-2,639
22
$1.5M 1.12%
6,208
-325
23
$1.46M 1.09%
10,870
-450
24
$1.42M 1.06%
18,280
-792
25
$1.4M 1.04%
17,196
-1,089
1
2 3 4 5