Long-term investor
American Institute For Advanced Investment Management, LLP @americaninstituteforadva
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001805824).
Record
- Tracked since 2025-06-30 (441 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IWF · 7.2% · long · since 2025-06-30
- IWD · 4.4% · long · since 2025-06-30
- SPY · 4.0% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- MINT · 2.2% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- IWM · 1.9% · long · since 2025-06-30
- VUG · 1.8% · long · since 2025-06-30
- VTI · 1.7% · long · since 2025-06-30
- VTV · 1.6% · long · since 2025-06-30
- VIG · 1.6% · long · since 2025-06-30
- SMH · 1.5% · long · since 2025-06-30