Latest American Institute for Advanced Investment Managem Stock Portfolio
$173Million | No. of Holdings #156
American Institute for Advanced Investment Managem Performance
2026 Q2-10.01%
YTD-11.38%
2025+13.50%
About American Institute for Advanced Investment Managem and 13F Hedge Fund Stock Holdings
On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, American Institute for Advanced Investment Management, LLP reported an equity portfolio of $173.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of American Institute for Advanced Investment Management, LLP are IJR, IJR, SPY. The fund has invested 7.2% of it's portfolio in ISHARES TR and 4.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), SHELL PLC (SHEL) and BLACKROCK UTILS INFRASTRUCTU stocks. They significantly reduced their stock positions in WASTE MGMT INC DEL (WM), FIRST TR EXCHANGE-TRADED FD (BGLD) and PALANTIR TECHNOLOGIES INC (PLTR). American Institute for Advanced Investment Management, LLP opened new stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), MICRON TECHNOLOGY INC (MU) and FIRST TR EXCHANGE-TRADED FD (BGLD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
American Institute for Advanced Investment Managem Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$173Million
as of Jul 22, 2026American Institute for Advanced Investment Managem Annual Return Estimates Vs S&P 500
Our best estimate is that American Institute for Advanced Investment Management, LLP made a return of -10.01% in the last quarter. In trailing 12 months, it's portfolio return was -3.2%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchange-traded fd | 663,324 |
| micron technology inc | 655,636 |
| first tr exchange-traded fd | 647,595 |
| global x fds | 580,068 |
| texas instrs inc | 293,599 |
| vanguard scottsdale fds | 248,710 |
| first tr exchange traded fd | 216,918 |
| first tr exchange-traded fd | 208,137 |
New stocks bought by American Institute for Advanced Investment Managem
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 692 |
| vanguard index fds | 501 |
| vanguard index fds | 300 |
| ishares tr | 297 |
| first tr exchange-traded fd | 288 |
| ishares tr | 36.04 |
| kla corp | 22.94 |
| ishares tr | 20.98 |
Additions to existing portfolio by American Institute for Advanced Investment Managem
Reductions
| Ticker | % Reduced |
|---|---|
| waste mgmt inc del | -43.03 |
| first tr exchange-traded fd | -39.81 |
| palantir technologies inc | -27.95 |
| eqt corp | -19.53 |
| global x fds | -17.55 |
| berkshire hathaway inc del | -15.54 |
| vanguard instl index fd | -15.33 |
| spdr series trust | -13.67 |
American Institute for Advanced Investment Managem reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| blackrock utils infrastructu | -264 |
| shell plc | -224,130 |
| honeywell intl inc | -299,490 |
American Institute for Advanced Investment Managem got rid off the above stocks
Sector Distribution
American Institute for Advanced Investment Management, LLP has about 75.3% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Consumer Cyclical
- Industrials
- Consumer Defensive
- Utilities
| Sector | % |
|---|---|
| Others | 75.3 |
| Technology | 10.2 |
| Healthcare | 3.4 |
| Consumer Cyclical | 2.6 |
| Industrials | 2.3 |
| Consumer Defensive | 1.6 |
| Utilities | 1.2 |
Market Cap. Distribution
American Institute for Advanced Investment Management, LLP has about 24.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 75.1 |
| MEGA-CAP | 18.1 |
| LARGE-CAP | 6.5 |
Stocks belong to which Index?
About 23.9% of the stocks held by American Institute for Advanced Investment Management, LLP either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 75.9 |
| S&P 500 | 23.9 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| AFK | vaneck etf trust | 1.1 M |
| SPY | state str spdr s&p 500 etf t | 0.9 M |
| IJR | ishares tr | 0.9 M |
| AAPL | apple inc | 0.7 M |
| AGNG | global x fds | 0.6 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard world fd | -73.1 % |
| VB | vanguard index fds | -70.4 % |
| VB | vanguard index fds | -61.6 % |
| IJR | ishares tr | -60.4 % |
| SLV | ishares silver tr | -21.4 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr | -19.0 M |
| VB | vanguard index fds | -7.3 M |
| VAW | vanguard world fd | -5.7 M |
| VB | vanguard index fds | -1.0 M |
| GLD | spdr gold tr | -0.4 M |
American Institute for Advanced Investment Managem Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of American Institute for Advanced Investment Managem
American Institute for Advanced Investment Management, LLP has 156 stocks in it's portfolio. About 30.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for American Institute for Advanced Investment Management, LLP last quarter.
$173.06MTotal Value
162Positions
22 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.27% | 19,550 | $5.66M 3.27% | 0.86%decreased 0.86 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.73% | 18,867 | $1.26M 0.73% | 0.58%decreased 0.58 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.62% | 20,362 | $1.07M 0.62% | 4.38%increased 4.38 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.31% | 5,457 | $540.3K 0.31% | 1.98%increased 1.98 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 3,650 | $388.6K 0.22% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 2,550 | $281.4K 0.16% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV American Institute for Advanced Investment Managem's holding in Abbvie Inc over time | 1.05% | 7,204 | $1.81M 1.05% | 5.94%decreased 5.94 percentreduced | |
 Cencora Inc Cencora IncABC American Institute for Advanced Investment Managem's holding in Cencora Inc over time | 0.14% | 19,385 | $245.8K 0.14% | 1.1%increased 1.1 percentadded | |
 Abbott Laboratories American Institute for Advanced Investment Managem's holding in Abbott Laboratories over time | 0.13% | 2,394 | $217.2K 0.13% | 11.3%decreased 11.3 percentreduced | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.21% | 3,875 | $368.3K 0.21% | 0%unchanged 0 percentunchanged | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 1.54% | 4,067 | $2.67M 1.54% | 2.39%increased 2.39 percentadded | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 1.17% | 17,428 | $2.02M 1.17% | 0.49%increased 0.49 percentadded | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.21% | 4,785 | $361.0K 0.21% | 0%unchanged 0 percentunchanged | |
 AFLG First Tr Exchng Traded Fd ViFirst Tr Exchng Traded Fd ViAFLG | 0.52% | 24,485 | $894.4K 0.52% | 2.78%decreased 2.78 percentreduced | |
AFLG First Tr Exchng Traded Fd ViFirst Tr Exchng Traded Fd ViAFLG | 0.16% | 6,550 | $285.6K 0.16% | 1.63%increased 1.63 percentadded | |
 AFTY Pacer Fds TrPacer Fds TrAFTY | 0.46% | 13,656 | $795.6K 0.46% | 6.82%decreased 6.82 percentreduced | |
 AGNG Global X FdsGlobal X FdsAGNG | 1.39% | 40,759 | $2.40M 1.39% | 0.7%increased 0.7 percentadded | |
AGNG Global X FdsGlobal X FdsAGNG | 1.18% | 31,042 | $2.04M 1.18% | 2.62%increased 2.62 percentadded | |
AGNG Global X FdsGlobal X FdsAGNG | 0.4% | 37,220 | $695.6K 0.4% | 0.61%decreased 0.61 percentreduced | |
AGNG Global X FdsGlobal X FdsAGNG | 0.34% | 19,100 | $580.1K 0.34% | Newnew position | |
