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  Name: American Institute for Advanced Investment Managem
  City: SCOTTSDALE
  State: AZ
  Zip: 85258
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $126,502,000
  Total Value Change : $13,273,000
  Securities Held Change : 8
   
All Securities Held : 128
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 50
  Unchanged Positions : 26
  Decreased Positions : 41

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EWW)1 Year Chart         EWW iShares MSCI-Mexico 65 New $68.59 $572,000 8,250 0.45% 572,000 8,250 0.003    Closed - End Fund - E...
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 70 New $0.00 $499,000 24,760 0.39% 499,000 24,760 0.028    N/A
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 101 New $0.00 $308,000 1,686 0.24% 308,000 1,686 0.002    N/A
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 105 New $0.00 $296,000 15,320 0.23% 296,000 15,320 0.013    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 107 New $332.92 $279,000 930 0.22% 279,000 930 0.001    Diversified Machinery
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 112 New $39.45 $269,000 6,726 0.21% 269,000 6,726 0.007    N/A
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 114 New $0.00 $257,000 9,175 0.2% 257,000 9,175 0.01    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 123 New $206.33 $227,000 1,103 0.18% 227,000 1,103 0    Semiconductor Equipme...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 124 New $119.48 $214,000 1,770 0.17% 214,000 1,770 0.001    Closed - End Fund - Debt
   (ABY)1 Year Chart         ABY Abengoa Yield plc 126 New $22.25 $203,000 11,000 0.16% 203,000 11,000 0.012    Electric Utilities
   (NAD)1 Year Chart         NAD Nuveen Dividend Advantage M... 128 New $11.22 $123,000 10,767 0.1% 123,000 10,767 0.005    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
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