American Institute For Advanced Investment Management, LLP Portfolio Holdings

American Institute For Advanced Investment Management, LLP

  • $141 Million
  • Q3 2024

American Institute For Advanced Investment Management, LLP has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $10.3M, Ishares Russell 1000 Val ETF with a value of $6.37M, Spdr S&P 500 ETF Trust with a value of $6.13M, Apple Inc. with a value of $5.67M, and Microsoft Corp with a value of $4.15M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $130M to 141M.

Below you can find more details about American Institute For Advanced Investment Management, LLP portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $95.6 Million
Technology: $14.4 Million
Healthcare: $6.64 Million
Consumer Cyclical: $5.15 Million
Industrials: $4.43 Million
Financial Services: $3.33 Million
Consumer Defensive: $2.93 Million
Real Estate: $2.49 Million
Other: $5.75 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$420M
$265,000 0.19% of portfolio
10,520
Q3 2024 Reduced 5.4%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $141 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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