StockDriftsStockDriftsTop 50 American Institute for Advanced Investment Management, LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 6.97% | 25.2K | $10.8M | -2.20%(-567) | $180.38(-31.09%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.37% | 31.5K | $6.7M | +0.02%(+7) | $138.92(+68.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.01% | 9.5K | $6.2M | -0.87%(-83) | $311.62(+138.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.24% | 19.7K | $5.0M | -7.03%(-1.49K) | $81.77(+265.51%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 2.39% | 36.7K | $3.7M | +0.33%(+120) | $101.50(-0.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.23% | 9.3K | $3.4M | +1.68%(+154) | $185.61(+118.31%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.77% | 6.4K | $2.7M | +4.92%(+300) | $201.14(+114.03%) | 2026-03-31 | |
| IWM | ISHARES TR | 1.76% | 11.0K | $2.7M | +0.00%(+0) | $173.09(+63.30%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.71% | 12.3K | $2.6M | -28.21%(-4.83K) | $124.29(+83.99%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.68% | 8.1K | $2.6M | -28.18%(-3.17K) | $157.75(+131.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.03% |
| Top 20 Holdings Unweighted | +11.39% | +38.22% |
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