American Institute for Advanced Investment Management, LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI American Institute for Advanced Investment Management, LLP | Institutional Filer | ▼ 0.79% | $154.3M | 153 |
Current Portfolio Holdings
Showing all 153 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | — | 25K | $10.8M | 6.97% |
| 2 | IWD | ISHARES TR | — | 32K | $6.7M | 4.37% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 10K | $6.2M | 4.01% |
| 4 | AAPL | Apple Inc. | Technology | 20K | $5.0M | 3.24% |
| 5 | MINT | PIMCO ETF TR | — | 37K | $3.7M | 2.39% |
| 6 | MSFT | Microsoft Corporation | Technology | 9K | $3.4M | 2.23% |
| 7 | GLD | SPDR GOLD TR | — | 6K | $2.7M | 1.77% |
| 8 | IWM | iShares Russell 2000 ETF | — | 11K | $2.7M | 1.76% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | — | 12K | $2.6M | 1.71% |
| 10 | VTI | VANGUARD INDEX FDS | — | 8K | $2.6M | 1.68% |
| 11 | VUG | VANGUARD INDEX FDS | — | 6K | $2.6M | 1.68% |
| 12 | VTV | VANGUARD INDEX FDS | — | 13K | $2.5M | 1.65% |
| 13 | BIL | SPDR SERIES TRUST | — | 27K | $2.4M | 1.58% |
| 14 | PPA | INVESCO EXCHANGE TRADED FD T | — | 15K | $2.4M | 1.57% |
| 15 | NLR | VANECK ETF TRUST | — | 17K | $2.3M | 1.50% |
Showing 1 to 15 of 153 holdings