AAMA
Advanced Asset Management Advisors Portfolio holdings
AUM
$370M
1-Year Return
14.58%
This Quarter Return
+6.3%
1 Year Return
+14.58%
3 Year Return
+60.32%
5 Year Return
+105.64%
10 Year Return
–
AUM
$304M
AUM Growth
–
Cap. Flow
+$304M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.41%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$28.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$27.2M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$25.6M |
| 4 |
Invesco QQQ Trust
QQQ
|
$17.2M |
| 5 |
Vanguard Growth ETF
VUG
|
$16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.28% |
| 2 | Technology | 9.1% |
| 3 | Healthcare | 7.89% |
| 4 | Industrials | 6.85% |
| 5 | Consumer Staples | 3.81% |
