AAM

Ameraudi Asset Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.07%
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$2.77M
3
+$1.17M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$894K

Top Sells

1
+$9.1M
2
+$1.78M
3
+$575K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$468K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$456K

Sector Composition

1 Technology 1.44%
2 Financials 0.58%
3 Communication Services 0.17%
4 Consumer Discretionary 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$268K 0.12%
2,864
-323
52
$268K 0.12%
5,515
-3,285
53
$263K 0.12%
309
54
$234K 0.11%
4,743
55
$227K 0.1%
+448
56
$202K 0.09%
+2,204
57
$201K 0.09%
13,850
58
$147K 0.07%
27,665
59
– –
-42,768
60
– –
-61,610
1 2
3