AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+8.67%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$376M
AUM Growth
+$376M
(+10%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
47.46%
Holding
102
New
3
Increased
23
Reduced
10
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$7.82M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.01M |
| 3 |
Apple
AAPL
|
$3.31M |
| 4 |
Microsoft
MSFT
|
$431K |
| 5 |
T-Mobile US
TMUS
|
$402K |
Top Sells
| 1 |
Amazon
AMZN
|
$3.81M |
| 2 |
Aon
AON
|
$325K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$278K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$55.4K |
| 5 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$18.7K |
Sector Composition
| 1 | Technology | 14.03% |
| 2 | Healthcare | 10.57% |
| 3 | Industrials | 7% |
| 4 | Consumer Staples | 6.02% |
| 5 | Communication Services | 5.49% |
