AAMA

Advanced Asset Management Advisors Portfolio holdings

AUM $374M
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$40.2K
2
+$28.6K
3
+$16.5K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.34K
5
MSFT icon
Microsoft
MSFT
+$5.77K

Top Sells

1
+$3.42M
2
+$2.47M
3
+$165K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$158K
5
NEE icon
NextEra Energy
NEE
+$138K

Sector Composition

1 Technology 15.95%
2 Healthcare 9.4%
3 Industrials 8.22%
4 Communication Services 6.11%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
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