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American Institute for Advanced Investment Management, LLP
American Institute for Advanced Investment Management, LLP, also known as AIM Capital, is an SEC-registered investment advisory firm based in Scottsdale, Arizona. Founded in 2020, AIM Capital manages assets for institutions and individuals, providing tailored investment advisory solutions. The firm typically serves clients seeking sophisticated asset management services and draws on advanced investment models and research expertise.
Investment Strategy
The firm utilizes a diversified investment approach focused on risk management, quantitative research, and long-term capital appreciation. AIM Capital implements advanced portfolio construction techniques and emphasizes multi-asset allocation strategies. It invests in a mix of equities, fixed income, and other asset classes in accordance with disciplined processes designed to maximize client outcomes while mitigating downside risk.
Latest 13F Filing Activity
American Institute for Advanced Investment Management, LLP filed their most recent 13F report on Jun 30, 2025 disclosing 144 equity positions with a total 13F market value of $141M. The fund increased holdings in Ishares TR, Microsoft Corp., Constellation Energy Corp. among other positions. American Institute for Advanced Investment Management, LLP reduced exposure to First TR Exchange-traded FD, First TR Exchange Traded FD, Apple Inc. among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 8.11% | $11.5M | 27,005 | $188.64 | $424.58 | +$1.8M |
I IWD | ISHARES TR | 4.63% | $6.5M | 33,693 | $142.74 | $194.23 | +$279.4K |
S SPY | SPDR S&P 500 ETF TR | 4.28% | $6.1M | 9,804 | $312.84 | $617.85 | +$603.3K |
M MSFT | MICROSOFT CORP | 3.33% | $4.7M | 9,459 | $193.58 | $497.41 | +$1.1M |
A AAPL | APPLE INC | 3.27% | $4.6M | 22,562 | $91.18 | $205.17 | -$393.7K |
Industry Allocation
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