American Institute for Advanced Investment Management, LLP - Portfolio overview

American Institute for Advanced Investment Management, LLP has 160 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 6.88%
2. IWD - ISHARES TR, 4.31%
3. SPY - STATE STR SPDR S&P 500 ETF T, 3.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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