AI

American Institute for Advanced Investment Management, LLP

13F
American Institute for Advanced Investment Managem
Last update 2025-04-17 143 Stocks (15 new)
Value $131.00 Mil Turnover 7 %
Countries:
Top Holdings: IWF(7.38%)IWD(4.78%)SPY(4.16%)AAPL(3.83%)MINT(2.86%)
Summary Stock Picks Current Portfolio
American Institute for Advance... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
26,795
9,675.4
+0.99%
7.380
+0.07%
0.010
+24.80%
+6.98%
112,816.9
 
IWD
iShares Russell 1000 Value ETF
33,295
6,264.8
+1.45%
4.780
+0.07%
0.010
+14.28%
+7.52%
64,598.4
 
SPY
SPDR S&P 500 ETF Trust
9,750
5,453.8
-7.73%
4.160
-0.36%
0.000
+19.65%
+7.42%
643,646.7
 
AAPL
Apple Inc
22,612
5,022.8
+2.65%
3.830
+0.10%
0.000
+11.71%
-14.96%
3,172,937.0
Hardware
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
37,191
3,742.2
+7.41%
2.860
+0.20%
0.030
+1.32%
+2.37%
13,299.5
 
MSFT
Microsoft Corp
9,484
3,560.0
-0.73%
2.720
-0.02%
0.000
+31.74%
+19.43%
3,727,272.1
Software
VIG
Vanguard Dividend Appreciation FTF
17,405
3,376.4
-1.00%
2.580
-0.03%
0.000
+14.63%
+6.80%
89,022.6
 
VTI
Vanguard Total Stock Market ETF
11,726
3,222.8
-4.39%
2.460
-0.12%
0.000
+20.13%
+7.08%
473,715.4
 
VUG
Vanguard Growth ETF
6,336
2,349.5
+4.66%
1.790
+0.08%
0.000
+25.36%
+8.05%
164,760.1
 
IWM
iShares Russell 2000 ETF
11,694
2,332.9
-4.37%
1.780
-0.09%
0.000
+24.06%
+2.25%
66,764.4
 

American Institute for Advanced Investment Management, LLP's Historical Top Holdings Breakdowns

American Institute for Advanced Investment Management, LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INDA
iShares MSCI India ETF
2025-03-31
Reduce
Reduce
-0.63%
●
47.8 ($50.38) 53.4
$55.27
9.71%
Reduce -80.24%
3,970
-16,120
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
2025-03-31
Add
Add
+0.58%
●
113.13 ($119.72) 127.79
$139.10
16.19%
Add 99.84%
23,225
11,603
FIXD
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.58%
●
42.4 ($43.35) 44.11
$43.67
0.74%
Reduce -79.08%
4,735
-17,900
AIRR
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
2025-03-31
Reduce
Reduce
-0.46%
●
67.24 ($75.23) 84.27
$85.12
13.15%
Reduce -57.3%
5,916
-7,939
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
New Buy
New Buy
+0.46%
●
91.45 ($91.59) 91.75
$91.54
-0.05%
New holding
6,522
6,522
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Reduce
Reduce
-0.38%
●
32.49 ($35.67) 37.99
$36.44
2.16%
Reduce -51.5%
13,490
-14,323
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.36%
●
551.42 ($587.78) 612.93
$625.82
6.47%
Reduce -7.73%
9,750
-817
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.29%
●
167.73 ($174.39) 179.21
$179.40
2.87%
Add 22.52%
11,826
2,174
BKLN
Invesco Senior Loan ETF
2025-03-31
New Buy
New Buy
+0.24%
●
20.7 ($20.97) 21.15
$21.00
0.14%
New holding
14,899
14,899
SMMU
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+0.21%
●
49.75 ($50.01) 50.27
$50.20
0.37%
New holding
5,600
5,600

American Institute for Advanced Investment Management, LLP Total Holding History ($B)

To

American Institute for Advanced Investment Management, LLP's Asset Allocation

To

American Institute for Advanced Investment Management, LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

American Institute for Advanced Investment Management, LLP's Hypothetical Growth since 2025-03-31

American Institute for Advanced Investment Management, LLP's Yearly Returns

Year Portfolio % % Excess Gain %

American Institute for Advanced Investment Management, LLP's Holdings Heat Map

Size field:

American Institute for Advanced Investment Management, LLP's Holdings Bubble Chart

American Institute for Advanced Investment Management, LLP News

  • 1

Discussions on American Institute for Advanced Investment Management, LLP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.