AAMA

Advanced Asset Management Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.01M

Sector Composition

1 Technology 20.29%
2 Industrials 10.38%
3 Communication Services 8.74%
4 Consumer Discretionary 6.5%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$58.9K 0.02%
1,380
77
$42.1K 0.01%
348
78
$36.9K 0.01%
1,880
79
$31.2K 0.01%
185
80
$24.7K 0.01%
180
81
$14.9K ﹤0.01%
389
82
$4.51K ﹤0.01%
37
83
$3.65K ﹤0.01%
20
84
$1.82K ﹤0.01%
20
85
$1.41K ﹤0.01%
17
86
$1.02K ﹤0.01%
11
87
-10,052