AAMA

Advanced Asset Management Advisors Portfolio holdings

AUM $362M
1-Year Est. Return 25.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$211K
3
+$73.3K
4
JPM icon
JPMorgan Chase
JPM
+$20.8K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.19K

Top Sells

1
+$7.86M
2
+$4.19M
3
+$3.03M
4
V icon
Visa
V
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.22M

Sector Composition

1 Technology 18.99%
2 Industrials 10.29%
3 Communication Services 8.59%
4 Financials 7.96%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.7K ﹤0.01%
397
77
$8.1K ﹤0.01%
28
+6
78
$6.65K ﹤0.01%
51
79
$5.86K ﹤0.01%
31
80
$5.77K ﹤0.01%
37
81
$4.79K ﹤0.01%
40
82
$4.47K ﹤0.01%
50
+25
83
$2.23K ﹤0.01%
50
-20
84
$1.86K ﹤0.01%
18
85
$1.42K ﹤0.01%
16
86
– –
-1,525
87
– –
-2,226
1 2 3
4