AAMA

Advanced Asset Management Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.01M
3
+$431K
4
TMUS icon
T-Mobile US
TMUS
+$402K
5
SH icon
ProShares Short S&P500
SH
+$281K

Top Sells

1
+$5.09M
2
+$3.81M
3
+$325K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$278K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$55.4K

Sector Composition

1 Technology 14.03%
2 Healthcare 10.57%
3 Industrials 7%
4 Consumer Staples 6.02%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.46%
5,145
+9
52
$1.72M 0.46%
100,000
53
$1.52M 0.41%
27,747
+1
54
$1.35M 0.36%
60,000
55
$1.29M 0.34%
12,100
56
$1.19M 0.32%
46,444
+1
57
$1.13M 0.3%
4,050
-13
58
$1.04M 0.28%
3,764
59
$882K 0.23%
46,000
60
$851K 0.23%
16,100
61
$826K 0.22%
18,800
62
$515K 0.14%
4,729
+1,501
63
$484K 0.13%
5,950
+3,450
64
$421K 0.11%
1,975
-1,305
65
$406K 0.11%
5,781
66
$364K 0.1%
8,304
-426
67
$348K 0.09%
4,395
+1,536
68
$304K 0.08%
1,345
69
$273K 0.07%
2,584
-141
70
$263K 0.07%
1,005
71
$258K 0.07%
1,310
72
$258K 0.07%
4,026
-109
73
$232K 0.06%
+1,620
74
$231K 0.06%
1,563
+1
75
$220K 0.06%
3,000
1 2
3
4 5