AIS
AM Investment Strategies Portfolio holdings
AUM
$425M
1-Year Est. Return
28.16%
1 Year Est. Return
+28.16%
AUM
$425M
AUM Growth
+$12.9M
(+3.1%)
Holding
114
Top Buys
| 1 | +$11.6M | |
| 2 | +$4.32M | |
| 3 | +$4.01M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.84M |
| 5 |
NVIDIA
NVDA
|
+$1.52M |
Top Sells
| 1 | +$11.9M | |
| 2 | +$7.14M | |
| 3 | +$6.44M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$3.2M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.15M |
Sector Composition
| 1 | Financials | 29.75% |
| 2 | Technology | 26.27% |
| 3 | Consumer Discretionary | 15.42% |
| 4 | Communication Services | 8.29% |
| 5 | Industrials | 6.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$241B
| $209K | 0.05% |
+658
|
|
||
102
Zimmer Biomet
ZBH
$20.2B
| $201K | 0.05% |
2,204
+6
|
|
||
103
Vipshop
VIPS
$9.27B
| $150K | 0.04% |
10,000
|
|
||
104
The RealReal
REAL
$1.18B
| $132K | 0.03% |
27,572
|
|
||
105
TeraWulf
WULF
$5.71B
| $125K | 0.03% |
28,600
|
|
||
106
Nerdy
NRDY
$135M
| $50K | 0.01% |
31,140
+1,140
|
|
||
107
Actinium Pharmaceuticals
ATNM
$45.5M
| $43K | 0.01% |
30,872
|
|
||
108
Broadcom
AVGO
$1.65T
| – | – |
-1,263
|
|
||
109
Citigroup
C
$174B
| – | – |
-42,259
|
|
||
110
Progressive
PGR
$132B
| – | – |
-780
|
|
||
111
Starbucks
SBUX
$97B
| – | – |
-2,143
|
|
||
112
NuScale Power
SMR
$5.92B
| – | – |
-26,660
|
|
||
113
AT&T
T
$188B
| – | – |
-8,765
|
|
||
114
TransDigm Group
TDG
$71.3B
| – | – |
-528
|
|