AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+9.31%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$400M
AUM Growth
+$400M
(+9.4%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
42.51%
Holding
246
New
155
Increased
28
Reduced
5
Closed
–
Top Buys
| 1 |
Cincinnati Financial
CINF
|
$212K |
| 2 |
Stryker
SYK
|
$183K |
| 3 |
Intuit
INTU
|
$165K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$158K |
| 5 |
NextEra Energy, Inc.
NEE
|
$138K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$240K |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$77.5K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$70K |
| 4 |
Amazon
AMZN
|
$65.5K |
| 5 |
Invesco QQQ Trust
QQQ
|
$21.3K |
Sector Composition
| 1 | Technology | 13.96% |
| 2 | Healthcare | 10.73% |
| 3 | Industrials | 8.27% |
| 4 | Communication Services | 5.94% |
| 5 | Consumer Staples | 5.9% |
