AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+10.56%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$483M
AUM Growth
+$483M
(+3.5%)
Cap. Flow
-$25.7M
Cap. Flow
% of AUM
-5.32%
Top 10 Holdings %
Top 10 Hldgs %
48.14%
Holding
97
New
3
Increased
19
Reduced
12
Closed
6
Top Buys
| 1 |
Visa
V
|
$4.33M |
| 2 |
Cisco
CSCO
|
$3.8M |
| 3 |
Verizon
VZ
|
$3.12M |
| 4 |
Merck
MRK
|
$244K |
| 5 |
Intuit
INTU
|
$203K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$13.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$9.64M |
| 3 |
Oracle
ORCL
|
$4.97M |
| 4 |
Edwards Lifesciences
EW
|
$3.29M |
| 5 |
Masco
MAS
|
$2.4M |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Healthcare | 8.98% |
| 3 | Industrials | 7.02% |
| 4 | Communication Services | 5.8% |
| 5 | Consumer Staples | 4.85% |
