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
$341M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$8.95M
3
+$7.9M
4
RTX icon
RTX Corp
RTX
+$2.88M
5
PFE icon
Pfizer
PFE
+$2.57M

Top Sells

1
+$9.91M
2
+$8.89M
3
+$7.65M
4
HUM icon
Humana
HUM
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.63M

Sector Composition

1 Technology 15.37%
2 Healthcare 10.56%
3 Industrials 6.77%
4 Consumer Staples 6.04%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-46,758
127
– –
-357
128
– –
-50
129
– –
-20,000
2 3 4 5
6