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AAM

Ameraudi Asset Management Portfolio holdings

AUM $221M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
+9.66%
1 Year Est. Return
+16.19%
3 Year Est. Return
+47.07%
5 Year Est. Return
+44.96%
10 Year Est. Return
AUM
$232M
AUM Growth
+$10.1M
Cap. Flow
-$9.6M
Cap. Flow %
-4.13%
Top 10 Hldgs %
63.93%
Holding
63
New
12
Increased
14
Reduced
29
Closed
4
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGSH icon
51
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$233K 0.1%
4,022
-19,171
-83% -$1.11M
VUG icon
52
Vanguard Morningstar Growth ETF
VUG
$225B
$227K 0.1%
+6,390
New +$235K
VGIT icon
53
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$216K 0.09%
3,700
-128,123
-97% -$7.49M
LQD icon
54
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$215K 0.09%
2,043
-18,919
-90% -$1.98M
SCHX icon
55
Schwab US Large- Cap ETF
SCHX
$73.9B
$207K 0.09%
+13,764
New +$208K
WPC icon
56
W.P. Carey
WPC
$16.5B
$205K 0.09%
+2,675
New +$201K
PBR icon
57
Petrobras
PBR
$123B
$195K 0.08%
18,290
ITUB icon
58
Itaú Unibanco
ITUB
$79.2B
$118K 0.05%
28,495
RDFN
59
DELISTED
Redfin
RDFN
$46.2K 0.02%
+10,900
New +$51.3K
AMZN icon
60
Amazon
AMZN
$2.83T
-4,860
Closed -$549K
IPAC icon
61
iShares Core MSCI Pacific ETF
IPAC
$2.72B
-23,525
Closed -$1.13M
SRLN icon
62
State Street Blackstone Senior Loan ETF
SRLN
$5.44B
-154,897
Closed -$6.33M
CFMS
63
DELISTED
Conformis, Inc. Common Stock
CFMS
-1,400
Closed -$7K

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Ameraudi Asset Management's Q4 2022 Portfolio in Review

As of Q4 2022, Ameraudi Asset Management held 63 positions worth $232M, up 4.6% from $222M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Ameraudi Asset Management withdrew a net $9.6M in Q4 2022, closing 4 positions and reducing 29 holdings. Its most notable exit was State Street Blackstone Senior Loan ETF, an estimated $6.33M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 0.64% of assets, down from 0.84% a quarter earlier, followed by Technology and Financials.

Against the trend, Ameraudi Asset Management opened a new position in iShares Core MSCI Emerging Markets ETF worth $4.27M.

  • Ameraudi Asset Management's largest Q4 2022 buy was iShares Core MSCI Emerging Markets ETF: 91,358 shares worth $4.27M.
  • Ameraudi Asset Management added most to Vanguard Total Bond Market in Q4 2022, an estimated $10.1M increase.
  • Ameraudi Asset Management's biggest Q4 2022 reduction was Vanguard Intermediate-Term Treasury ETF, cutting an estimated $7.49M.
  • Ameraudi Asset Management fully exited State Street Blackstone Senior Loan ETF in Q4 2022, selling an estimated $6.33M.
  • Ameraudi Asset Management's ten largest holdings make up 64% of its $232M portfolio in Q4 2022.
  • Ameraudi Asset Management opened 12 new positions and closed 4 in Q4 2022.
  • Ameraudi Asset Management's portfolio value rose 4.6% quarter-over-quarter to $232M.

Based on Ameraudi Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.