AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+5.85%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$432M
AUM Growth
+$432M
(+5.2%)
Cap. Flow
-$110K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
43.86%
Holding
93
New
–
Increased
22
Reduced
15
Closed
–
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$117K |
| 2 |
Invesco QQQ Trust
QQQ
|
$116K |
| 3 |
Apple
AAPL
|
$38.8K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$26.5K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$18.2K |
Top Sells
| 1 |
Microsoft
MSFT
|
$87.2K |
| 2 |
Accenture
ACN
|
$86.4K |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$82.9K |
| 4 |
Home Depot
HD
|
$79.2K |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
$73.5K |
Sector Composition
| 1 | Technology | 16.57% |
| 2 | Healthcare | 8.89% |
| 3 | Industrials | 8.25% |
| 4 | Communication Services | 5.89% |
| 5 | Consumer Staples | 5.54% |
