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American Institute for Advanced Investment Management, LLP13F | |
American Institute for Advanced Investment Managem | |
Last update 2025-04-17 | 143 Stocks (15 new) |
Value $131.00 Mil | Turnover 7 % |
American Institute for Advance... Top Holdings of 2025-03-31
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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
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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)
American Institute for Advanced Investment Management, LLP's Asset Allocation
American Institute for Advanced Investment Management, LLP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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American Institute for Advanced Investment Management, LLP's Hypothetical Growth since 2025-03-31
American Institute for Advanced Investment Management, LLP's Yearly Returns
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American Institute for Advanced Investment Management, LLP's Holdings Heat Map
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