AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$374M
1-Year Est. Return
16.8%
1 Year Est. Return
+16.8%
AUM
$374M
AUM Growth
+$3.68M
(+1%)
Holding
87
Top Buys
| 1 | +$243K | |
| 2 | +$232K | |
| 3 | +$76.8K | |
| 4 |
JPMorgan Chase
JPM
|
+$22.1K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.23K |
Top Sells
| 1 | +$8.17M | |
| 2 | +$4.86M | |
| 3 | +$2.99M | |
| 4 |
Visa
V
|
+$2.12M |
| 5 |
Amazon
AMZN
|
+$1.19M |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Industrials | 10.29% |
| 3 | Communication Services | 8.59% |
| 4 | Financials | 7.96% |
| 5 | Consumer Staples | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.56B
| $16.7K | ﹤0.01% |
397
|
|
||
77
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $8.1K | ﹤0.01% |
28
+6
|
|
||
78
Vanguard Financials ETF
VFH
$13B
| $6.65K | ﹤0.01% |
51
|
|
||
79
Vanguard Communication Services ETF
VOX
$5.82B
| $5.86K | ﹤0.01% |
31
|
|
||
80
State Street Industrial Select Sector SPDR ETF
XLI
$23.9B
| $5.77K | ﹤0.01% |
37
|
|
||
81
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
| $4.79K | ﹤0.01% |
20
|
|
||
|
82
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
| $4.47K | ﹤0.01% |
50
+25
|
|
||
83
State Street Energy Select Sector SPDR ETF
XLE
$27.5B
| $2.23K | ﹤0.01% |
25
-10
|
|
||
84
iShares Global Tech ETF
IXN
$6.36B
| $1.86K | ﹤0.01% |
18
|
|
||
85
iShares Global Healthcare ETF
IXJ
$4.45B
| $1.42K | ﹤0.01% |
16
|
|
||
|
FISV
86
Fiserv Inc
FISV
$33.7B
| – | – |
-1,525
|
|
||
87
Palantir
PLTR
$399B
| – | – |
-2,226
|
|