AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
This Quarter Return
-13.08%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(-15%)
Cap. Flow
+$4.6M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
42.95%
Holding
92
New
3
Increased
18
Reduced
12
Closed
1
Top Buys
| 1 |
Amazon
AMZN
|
$5.62M |
| 2 |
Constellation Energy
CEG
|
$583K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$350K |
| 4 |
AT&T
T
|
$295K |
| 5 |
Eli Lilly
LLY
|
$225K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.14M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$357K |
| 3 |
Stryker
SYK
|
$201K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$64.5K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$40.7K |
Sector Composition
| 1 | Technology | 14.77% |
| 2 | Healthcare | 11.06% |
| 3 | Industrials | 7.71% |
| 4 | Communication Services | 6.86% |
| 5 | Consumer Staples | 5.61% |
