Latest American Institute for Advanced Investment Managem Stock Portfolio

American Institute for Advanced Investment Managem Performance:

2026 Q1: -1.52%YTD: -1.52%2025: 13.5%

Performance for 2026 Q1 is -1.52%, and YTD is -1.52%, and 2025 is 13.5%.

About American Institute for Advanced Investment Managem and 13F Hedge Fund Stock Holdings

On 2026-04-24, 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 $154.3 Millions as of 31 Mar, 2026.

The top stock holdings of American Institute for Advanced Investment Management, LLP are IJR, IJR, SPY. The fund has invested 7% of it's portfolio in ISHARES TR and 4.4% of portfolio in ISHARES TR.

The fund managers got completely rid off BLUEROCK PVT REAL ESTATE FD, RBB FD INC (EERN) and SAP SE (SAP) stocks. They significantly reduced their stock positions in DIGITAL RLTY TR INC (DLR), IRON MTN INC DEL (IRM) and HOME DEPOT INC (HD). American Institute for Advanced Investment Management, LLP opened new stock positions in MCKESSON CORP (MCK), RIO TINTO PLC (RIO) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), BLACKROCK UTILS INFRASTRUCTU and SPDR SERIES TRUST (BIL).

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 -1.52% in the last quarter. In trailing 12 months, it's portfolio return was 16.87%.

Performance
S&P 500

New Buys

Ticker	$ Bought
mckesson corp	1,384,580
rio tinto plc	537,819
ishares tr	463,818
freeport mcmoran inc	462,188
shell plc	224,130
emcor group inc	221,493
advanced micro devices inc	201,397
blackrock utils infrastructu	264

New stocks bought by American Institute for Advanced Investment Managem

Additions

Ticker	% Inc.
spdr index shs fds	121
blackrock utils infrastructu	94.67
vanguard instl index fd	93.88
spdr series trust	72.39
invesco exch trd slf idx fd	65.2
vanguard intl equity index f	64.16
ishares silver tr	30.99
eqt corp	28.15

Additions to existing portfolio by American Institute for Advanced Investment Managem

Reductions

Ticker	% Reduced
digital rlty tr inc	-50.98
iron mtn inc del	-40.26
home depot inc	-35.67
invesco exchange traded fd t	-30.29
vanguard specialized funds	-28.21
vanguard index fds	-28.18
illinois tool wks inc	-17.12
procter & gamble co	-15.86

American Institute for Advanced Investment Managem reduced stake in above stock

Sold off

Ticker	$ Sold
fibrobiologics inc	-19,838
bluerock pvt real estate fd	-250,980
energy transfer l p	-214,191
rbb fd inc	-229,448
sap se	-218,620

American Institute for Advanced Investment Managem got rid off the above stocks

Sector Distribution

American Institute for Advanced Investment Management, LLP has about 74.6% of it's holdings in Others sector.

Sector	%
Others	74.6
Technology	9.2
Healthcare	3.8
Consumer Cyclical	2.7
Industrials	2.6
Consumer Defensive	1.8
Utilities	1.4
Energy	1.2

Market Cap. Distribution

American Institute for Advanced Investment Management, LLP has about 25.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.5
MEGA-CAP	17.9
LARGE-CAP	7.3

Stocks belong to which Index?

About 24.3% of the stocks held by American Institute for Advanced Investment Management, LLP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.4
S&P 500	24.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	41.0 %
XLB	select sector spdr tr	36.5 %
CVX	chevron corporation	34.8 %
VAW	vanguard world fd	34.5 %
AMAT	applied matls inc	33.0 %

Top 5 Winners ($)		$
HD	home depot inc	0.3 M
JNJ	johnson & johnson	0.2 M
VAW	vanguard world fd	0.2 M
GLD	spdr gold tr	0.2 M
CVX	chevron corporation	0.1 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-23.3 %
CEG	constellation energy corp	-19.7 %
PLTR	palantir technologies inc	-17.7 %
ABT	abbott laboratories	-17.7 %

Top 5 Losers ($)		$
IJR	ishares tr	-1.2 M
MSFT	microsoft corp	-1.0 M
CEG	constellation energy corp	-0.4 M
AAPL	apple inc	-0.3 M
VB	vanguard index fds	-0.3 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 150 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. HD was the most profitable stock for American Institute for Advanced Investment Management, LLP last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.24	19,720	5,004,620	reduced	-7.03

AAXJ	ishares tr	0.82	18,977	1,271,480	added	0.13

AAXJ	ishares tr	0.66	19,507	1,025,290	added	5.00

AAXJ	ishares tr	0.30	5,351	463,818	new

AAXJ	ishares tr	0.25	3,650	388,725	added	10.61

AAXJ	ishares tr	0.18	2,550	281,495	added	9.91

ABBV	abbvie inc	1.08	7,659	1,665,760	unchanged	0.00

ABC	cencora inc	0.16	19,175	243,912	added	1.05

ABT	abbott laboratories	0.18	2,699	277,105	reduced	-3.57

ACIO	etf ser solutions	0.17	3,875	264,178	unchanged	0.00

AFK	vaneck etf trust	1.50	17,343	2,309,880	reduced	-0.03

AFK	vaneck etf trust	0.99	3,972	1,522,760	reduced	-1.85

AFK	vaneck etf trust	0.28	4,785	439,120	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.55	25,185	850,499	reduced	-2.27

AFLG	first tr exchng traded fd vi	0.18	6,445	280,936	added	13.37

AFTY	pacer fds tr	0.50	14,656	768,880	reduced	-9.00

AGNG	global x fds	1.33	40,474	2,056,470	added	0.01

AGNG	global x fds	0.92	30,249	1,411,720	added	1.54

AGNG	global x fds	0.45	37,448	689,034	added	2.36

AGZD	wisdomtree tr	0.27	2,599	412,150	unchanged	0.00