Latest American Institute for Advanced Investment Managem Stock Portfolio
American Institute for Advanced Investment Managem Performance:
2025 Q3: 3.87%YTD: 6.89%2024: 10.19%
Performance for 2025 Q3 is 3.87%, and YTD is 6.89%, and 2024 is 10.19%.
About American Institute for Advanced Investment Managem and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, American Institute for Advanced Investment Management, LLP reported an equity portfolio of $152.7 Millions as of 30 Sep, 2025.
The top stock holdings of American Institute for Advanced Investment Management, LLP are IJR, IJR, SPY. The fund has invested 8.1% of it's portfolio in ISHARES TR and 4.3% of portfolio in ISHARES TR.
The fund managers got completely rid off PEPSICO INC (PEP), TEXAS INSTRS INC (TXN) and GARTNER INC (IT) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), VANGUARD WORLD FD (VAW) and FIRST TR EXCHANGE TRADED FD (GRID). American Institute for Advanced Investment Management, LLP opened new stock positions in APPLIED MATLS INC (AMAT), RTX CORPORATION (RTX) and FIRST TR EXCHANGE-TRADED ALP (FYX). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), HOME DEPOT INC (HD) and VANGUARD INTL EQUITY INDEX F (VEU).
The top stock holdings of American Institute for Advanced Investment Management, LLP are IJR, IJR, SPY. The fund has invested 8.1% of it's portfolio in ISHARES TR and 4.3% of portfolio in ISHARES TR.
The fund managers got completely rid off PEPSICO INC (PEP), TEXAS INSTRS INC (TXN) and GARTNER INC (IT) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), VANGUARD WORLD FD (VAW) and FIRST TR EXCHANGE TRADED FD (GRID). American Institute for Advanced Investment Management, LLP opened new stock positions in APPLIED MATLS INC (AMAT), RTX CORPORATION (RTX) and FIRST TR EXCHANGE-TRADED ALP (FYX). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), HOME DEPOT INC (HD) and VANGUARD INTL EQUITY INDEX F (VEU).
American 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 3.87% in the last quarter. In trailing 12 months, it's portfolio return was 7.34%.
New Buys
| Ticker | $ Bought |
|---|---|
| applied matls inc | 226,852 |
| rtx corporation | 213,012 |
| first tr exchange-traded alp | 208,700 |
| exchange traded concepts tru | 200,811 |
| invesco exch trd slf idx fd | 200,096 |
New stocks bought by American Institute for Advanced Investment Managem
Additions
| Ticker | % Inc. |
|---|---|
| global x fds | 333 |
| home depot inc | 269 |
| vanguard intl equity index f | 137 |
| ishares tr | 89.46 |
| global x fds | 68.7 |
| first tr exchange-traded fd | 47.37 |
| spdr series trust | 37.7 |
| invesco exch trd slf idx fd | 19.88 |
Additions to existing portfolio by American Institute for Advanced Investment Managem
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -48.31 |
| vanguard world fd | -35.45 |
| first tr exchange traded fd | -34.97 |
| chevron corp new | -25.44 |
| invesco exch trd slf idx fd | -22.44 |
| vanguard world fd | -17.82 |
| first tr exchng traded fd vi | -15.39 |
| international business machs | -14.62 |
American Institute for Advanced Investment Managem reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| tmc the metals company inc | -85,800 |
| pepsico inc | -212,849 |
| texas instrs inc | -204,506 |
| gartner inc | -202,110 |
American Institute for Advanced Investment Managem got rid off the above stocks
Sector Distribution
American Institute for Advanced Investment Management, LLP has about 72.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 72.9 |
| Technology | 10.7 |
| Consumer Cyclical | 3.4 |
| Industrials | 2.9 |
| Healthcare | 2.6 |
| Utilities | 1.8 |
| Consumer Defensive | 1.8 |
| Energy | 1.1 |
Market Cap. Distribution
American Institute for Advanced Investment Management, LLP has about 26.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 72.8 |
| MEGA-CAP | 17.9 |
| LARGE-CAP | 9 |
Stocks belong to which Index?
About 25.8% of the stocks held by American Institute for Advanced Investment Management, LLP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 73.9 |
| S&P 500 | 25.8 |
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 144 stocks in it's portfolio. About 34.5% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for American Institute for Advanced Investment Management, LLP last quarter.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.71 | 22,242 | 5,663,540 | reduced | -1.42 | ||
| AAXJ | ishares tr | 0.65 | 16,180 | 988,921 | added | 89.46 | ||
| AAXJ | ishares tr | 0.64 | 18,578 | 985,194 | added | 5.78 | ||
| AAXJ | ishares tr | 0.19 | 4,890 | 293,791 | reduced | -2.00 | ||
| AAXJ | ishares tr | 0.17 | 2,320 | 256,337 | added | 6.67 | ||
| ABBV | abbvie inc | 1.17 | 7,684 | 1,779,160 | reduced | -3.15 | ||
| ABC | cencora inc | 0.12 | 14,946 | 191,602 | added | 1.08 | ||
| ABT | abbott labs | 0.24 | 2,721 | 364,452 | unchanged | 0.00 | ||
| ACIO | etf ser solutions | 0.16 | 3,875 | 239,010 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 1.52 | 17,111 | 2,321,130 | added | 2.27 | ||
| AFK | vaneck etf trust | 0.85 | 3,994 | 1,303,620 | added | 5.11 | ||
| AFK | vaneck etf trust | 0.24 | 4,785 | 365,574 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.57 | 26,110 | 872,598 | reduced | -15.39 | ||
| AFTY | pacer fds tr | 0.59 | 16,474 | 902,143 | unchanged | 0.00 | ||
| AGNG | global x fds | 1.26 | 40,539 | 1,930,880 | reduced | -1.87 | ||
| AGNG | global x fds | 0.72 | 22,140 | 1,093,500 | added | 333 | ||
| AGNG | global x fds | 0.46 | 36,333 | 705,941 | reduced | -1.56 | ||
| AGZD | wisdomtree tr | 0.16 | 1,915 | 245,178 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.83 | 51,815 | 1,262,930 | reduced | -3.73 | ||
| AMAT | applied matls inc | 0.15 | 1,108 | 226,852 | new | |||