American Institute for Advanced Investment Management, LLP
•CIK: 1805824•Filing: Q4 2025
**American Institute for Advanced Investment Management, LLP** manages $156M across a diversified portfolio of 150 positions. The fund exhibits notable concentration in broad market indices and technology leaders, with top holdings including IWF ($12.2M) and IWD ($6.6M). Significant allocations are maintained in core assets such as SPY ($6.5M), AAPL ($5.7M), and MSFT ($4.4M). This structure suggests a tactical, growth-oriented mandate emphasizing established market leaders.
Total AUM
$155.6M
QoQ Performance
N/A
Positions
92
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
IWF7.9%
IWD4.3%
SPY4.2%
AAPL3.7%
MSFT2.8%
VTI2.4%
VIG2.4%
MINT2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other75.5%
Technology10.1%
ETF4.6%
Consumer4.2%
Healthcare2.7%
Financial1.8%
Industrial0.7%
Consumer Staples0.2%