American Institute for Advanced Investment Management, LLP Portfolio Holdings
Q3 2025•144 long positions•$151.6M portfolio value
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Holding148 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.3M 8.12% | -$334.4K Sold | — 26.3K shares | 27.0K → 26.3K −$334.4K | -2.64% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.5M 4.31% | -$330.6K Sold | — 32.1K shares | 33.7K → 32.1K −$330.6K | -4.82% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.4M 4.24% | -$100.6K Sold | — 9.7K shares | 9.8K → 9.7K −$100.6K | -1.54% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $5.7M 3.74% | -$81.5K Sold | 0.0% 22.2K shares | 22.6K → 22.2K −$81.5K | -1.42% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $4.8M 3.15% | -$121.2K Sold | 0.0% 9.2K shares | 9.5K → 9.2K −$121.2K | -2.47% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 2.52% | -$6.2K Sold | — 11.7K shares | 11.7K → 11.7K −$6.2K | -0.16% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $3.7M 2.43% | -$35.4K Sold | — 17.1K shares | 17.3K → 17.1K −$35.4K | -0.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 2.42% | -$53.6K Sold | — 36.4K shares | 36.9K → 36.4K −$53.6K | -1.44% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.1M 2.01% | -$12.0K Sold | — 6.4K shares | 6.4K → 6.4K −$12.0K | -0.39% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.7M 1.78% | -$86.1K Sold | — 11.1K shares | 11.5K → 11.1K −$86.1K | -3.1% | — — | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $2.5M 1.63% | -$41.1K Sold | 0.0% 11.2K shares | 11.4K → 11.2K −$41.1K | -1.64% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.3M 1.53% | +$51.5K Bought | — 17.1K shares | 16.7K → 17.1K +$51.5K | +2.27% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.3M 1.53% | -$55.8K Sold | — 14.9K shares | 15.2K → 14.9K −$55.8K | -2.36% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.2M 1.48% | -$23.7K Sold | — 12.1K shares | 12.2K → 12.1K −$23.7K | -1.04% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 1.47% | -$29.8K Sold | — 3.7K shares | 3.8K → 3.7K −$29.8K | -1.32% | — — | Q4 2019 Held for 5y 11m | |
Renewable Utilities Utilities | $2.2M 1.43% | -$49.3K Sold | 0.002% 6.6K shares | 6.8K → 6.6K −$49.3K | -2.22% | $102.80B Large Cap | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $2.2M 1.43% | +$314.1K Bought | — 6.1K shares | 5.2K → 6.1K +$314.1K | +16.96% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.2M 1.42% | -$46.6K Sold | 0.0% 11.5K shares | 11.8K → 11.5K −$46.6K | -2.12% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.9M 1.27% | -$36.8K Sold | — 40.5K shares | 41.3K → 40.5K −$36.8K | -1.87% | — — | Q1 2021 Held for 4y 8m | |
Home Improvement Consumer Cyclical | $1.9M 1.24% | +$1.4M Bought | 0.002% 16.4K shares | 4.4K → 16.4K +$1.4M | +269.99% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.9M 1.24% | -$1.0M Sold | — 17.3K shares | 26.5K → 17.3K −$1.0M | -34.97% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.9M 1.23% | -$11.0K Sold | — 44.7K shares | 44.9K → 44.7K −$11.0K | -0.59% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $1.8M 1.18% | — | 0.002% 6.8K shares | — | — | $76.0B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $1.8M 1.17% | -$57.9K Sold | 0.0% 7.7K shares | 7.9K → 7.7K −$57.9K | -3.15% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.7M 1.1% | +$35.1K Bought | — 2.2K shares | 2.2K → 2.2K +$35.1K | +2.16% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 1.06% | -$8.1K Sold | — 29.8K shares | 29.9K → 29.8K −$8.1K | -0.5% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.5M 1.01% | — | — 8.1K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.945% | -$53.4K Sold | — 10.3K shares | 10.7K → 10.3K −$53.4K | -3.6% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $1.4M 0.926% | — | — 4.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.4M 0.909% | +$561.2K Bought | — 19.6K shares | 11.6K → 19.6K +$561.2K | +68.7% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.883% | — | — 4.8K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.87% | — | — 6.7K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.86% | +$63.3K Bought | — 4.0K shares | 3.8K → 4.0K +$63.3K | +5.11% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 0.833% | -$48.9K Sold | — 51.8K shares | 53.8K → 51.8K −$48.9K | -3.73% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.826% | -$9.0K Sold | — 17.4K shares | 17.5K → 17.4K −$9.0K | -0.71% | — — | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $1.2M 0.793% | +$11.1K Bought | 0.0% 6.5K shares | 6.4K → 6.5K +$11.1K | +0.93% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.2M 0.78% | — | — 6.8K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $1.1M 0.721% | +$841.4K Bought | — 22.1K shares | 5.1K → 22.1K +$841.4K | +333.69% | — — | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $1.0M 0.666% | -$4.6K Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$4.6K | -0.46% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.0M 0.664% | — | — 7.2K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $988.9K 0.652% | +$467.0K Bought | — 16.2K shares | 8.5K → 16.2K +$467.0K | +89.46% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $985.2K 0.65% | +$53.8K Bought | — 18.6K shares | 17.6K → 18.6K +$53.8K | +5.78% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $952.5K 0.628% | +$550.7K Bought | — 11.9K shares | 5.0K → 11.9K +$550.7K | +137.06% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $935.3K 0.617% | — | 0.0% 2.8K shares | — | — | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $902.1K 0.595% | — | — 16.5K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $897.5K 0.592% | +$52.5K Bought | — 32.5K shares | 30.6K → 32.5K +$52.5K | +6.21% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $872.6K 0.576% | -$158.7K Sold | — 26.1K shares | 30.9K → 26.1K −$158.7K | -15.39% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $871.0K 0.575% | -$38.9K Sold | 0.0% 3.7K shares | 3.8K → 3.7K −$38.9K | -4.28% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $827.9K 0.546% | +$41.4K Bought | — 1.4K shares | 1.3K → 1.4K +$41.4K | +5.27% | — — | Q4 2019 Held for 5y 11m | |
REIT - Specialty Real Estate | $822.1K 0.542% | -$120.3K Sold | 0.003% 8.1K shares | 9.2K → 8.1K −$120.3K | -12.76% | $30.1B Large Cap | Q3 2022 Held for 3y 2m |
