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
$312M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$4.62M
3
+$4.57M
4
BA icon
Boeing
BA
+$4.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.61M

Top Sells

1
+$2.28M
2
+$1.81M
3
+$1M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$973K
5
SWKS icon
Skyworks Solutions
SWKS
+$816K

Sector Composition

1 Technology 10.32%
2 Financials 8.47%
3 Industrials 7.96%
4 Healthcare 7.15%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-15,400
127
– –
-5,000
128
– –
-631
129
– –
-13,000
130
– –
-9,000
131
– –
-2,000
132
– –
-7,000
133
– –
-10,400
134
– –
-4,900
2 3 4 5
6