AAMA

Advanced Asset Management Advisors Portfolio holdings

AUM $366M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.02M
3
+$431K
4
TMUS icon
T-Mobile US
TMUS
+$390K
5
SH icon
ProShares Short S&P500
SH
+$286K

Top Sells

1
+$4.8M
2
+$3.82M
3
+$325K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$267K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$54.8K

Sector Composition

1 Technology 14.03%
2 Healthcare 10.57%
3 Industrials 7%
4 Consumer Staples 6.02%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15
102
– –
-70,300
1 2 3 4
5