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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 | +32.75% | +6.03% | 111,819.6 | ||
IWD | iShares Russell 1000 Value ETF | 33,295 | 6,264.8 | +1.45% | 4.780 | +0.07% | 0.010 | +17.84% | +6.64% | 64,068.1 | ||
SPY | SPDR S&P 500 ETF Trust | 9,750 | 5,453.8 | -7.73% | 4.160 | -0.36% | 0.000 | +25.32% | +6.48% | 638,010.6 | ||
AAPL | Apple Inc | 22,612 | 5,022.8 | +2.65% | 3.830 | +0.10% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | 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 | +1.29% | +2.34% | 13,295.5 | ||
MSFT | Microsoft Corp | 9,484 | 3,560.0 | -0.73% | 2.720 | -0.02% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
VIG | Vanguard Dividend Appreciation FTF | 17,405 | 3,376.4 | -1.00% | 2.580 | -0.03% | 0.000 | +19.08% | +6.14% | 88,472.7 | ||
VTI | Vanguard Total Stock Market ETF | 11,726 | 3,222.8 | -4.39% | 2.460 | -0.12% | 0.000 | +25.74% | +6.13% | 469,505.6 | ||
VUG | Vanguard Growth ETF | 6,336 | 2,349.5 | +4.66% | 1.790 | +0.08% | 0.000 | +33.18% | +7.06% | 163,248.0 | ||
IWM | iShares Russell 2000 ETF | 11,694 | 2,332.9 | -4.37% | 1.780 | -0.09% | 0.000 | +26.91% | +0.63% | 65,710.0 |
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 | $55.69 | 10.54% | 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 | $138.22 | 15.45% | 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 | $43.52 | 0.40% | 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 | $83.64 | 11.18% | 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 | $91.51 | -0.09% | 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 | $36.17 | 1.40% | 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 | $620.34 | 5.54% | Reduce -7.73% | 9,750 | -817 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.29% | 167.73 ($174.39) 179.21 | $178.11 | 2.13% | 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 | $20.95 | -0.10% | 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 | $50.13 | 0.25% | New holding | 5,600 | 5,600 |
American Institute for Advanced Investment Management, LLP Total Holding History ($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
| Year | Portfolio % | % | Excess Gain % |
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American Institute for Advanced Investment Management, LLP's Holdings Heat Map
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American Institute for Advanced Investment Management, LLP's Holdings Bubble Chart
American Institute for Advanced Investment Management, LLP News
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