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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001805824

American Institute for Advanced Investment Management, LLP

Scottsdale, AZ · File #028-20209

Latest AUM
$155.6M
Positions
150
Top-10 Concentration
46.2%
Filings
13

Sector Allocation

Technology
9.1%$14.1M
Financials
8.7%$13.6M
Healthcare
2.7%$4.2M
Utilities
1.6%$2.5M
Industrials
1.3%$2.0M
Consumer Staples
0.6%$952,408
Energy
0.6%$918,712

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428761425,807$12.2M10.76%
2ISHARES TR46428759831,530$6.6M5.84%
3SPDR S&P 500 ETF TRSPY9,595$6.5M5.76%
4APPLE INCAAPL21,211$5.7M5.04%
5MICROSOFT CORPMSFT9,145$4.4M3.89%
6VANGUARD INDEX FDS92290876911,258$3.8M3.32%
7VANGUARD SPECIALIZED FUNDS92190884417,113$3.8M3.31%
8PIMCO ETF TR72201R83336,608$3.7M3.23%
9VANGUARD INDEX FDS9229087366,236$3.0M2.68%
10ISHARES TR46428765510,977$2.7M2.38%
11AMAZON COM INCAMZN10,876$2.5M2.21%
12SPDR GOLD TRGLD6,092$2.4M2.12%
13INVESCO EXCHANGE TRADED FDIVZ14,669$2.3M2.04%
14VANGUARD INDEX FDS92290874412,006$2.3M2.02%
15SPDR S&P MIDCAP 400 ETF TRMDY3,718$2.2M1.98%
16NVIDIA CORPORATIONNVDA11,850$2.2M1.95%
17CONSTELLATION ENERGY CORPCEG6,246$2.2M1.93%
18VANECK ETF TRUST92189F60117,349$2.2M1.91%
19FIRST TR EXCHANGE TRADED FD33737A10817,429$2.0M1.77%
20GLOBAL X FDS37954Y67340,469$1.9M1.71%