AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
This Quarter Return
-5.73%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$365M
AUM Growth
+$365M
(-6.4%)
Cap. Flow
+$6.3M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
43.73%
Holding
92
New
1
Increased
31
Reduced
7
Closed
1
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$6.25M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$221K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$48.6K |
| 4 |
UnitedHealth
UNH
|
$42.9K |
| 5 |
Eli Lilly
LLY
|
$9.71K |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$111K |
| 2 |
Apple
AAPL
|
$111K |
| 3 |
Invesco QQQ Trust
QQQ
|
$107K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$21.1K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$7K |
Sector Composition
| 1 | Technology | 14.03% |
| 2 | Healthcare | 10.87% |
| 3 | Industrials | 7.71% |
| 4 | Communication Services | 6.44% |
| 5 | Consumer Staples | 5.76% |
