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
$400M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$183K
3
+$165K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$158K
5
NEE icon
NextEra Energy
NEE
+$138K

Top Sells

1
+$240K
2
+$77.5K
3
+$70K
4
AMZN icon
Amazon
AMZN
+$65.5K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3K

Sector Composition

1 Technology 13.96%
2 Healthcare 10.73%
3 Industrials 8.27%
4 Communication Services 5.94%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49.8K 0.01%
+2,261
102
$48.7K 0.01%
+618
103
$47.2K 0.01%
2,157
+9
104
$46.3K 0.01%
+421
105
$45.5K 0.01%
+450
106
$42.3K 0.01%
+349
107
$42K 0.01%
348
108
$39.8K 0.01%
+387
109
$39K 0.01%
402
110
$38.9K 0.01%
+702
111
$35.4K 0.01%
306
+3
112
$34.9K 0.01%
+1,143
113
$33.5K 0.01%
+135
114
$33.5K 0.01%
+1,080
115
$33.1K 0.01%
+250
116
$33.1K 0.01%
+983
117
$31.9K 0.01%
+355
118
$31.5K 0.01%
240
119
$31.4K 0.01%
+255
120
$30.6K 0.01%
+516
121
$29.3K 0.01%
+154
122
$28.3K 0.01%
+162
123
$28.2K 0.01%
+2,000
124
$28.2K 0.01%
+448
125
$26.8K 0.01%
+180
3 4
5
6 7