We are live on ! Find out more
AAM

Ameraudi Asset Management Portfolio holdings

AUM $221M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
+7.08%
1 Year Est. Return
+16.19%
3 Year Est. Return
+47.07%
5 Year Est. Return
+44.96%
10 Year Est. Return
AUM
$166M
AUM Growth
+$15.5M
Cap. Flow
+$41.1M
Cap. Flow %
24.71%
Top 10 Hldgs %
69.14%
Holding
40
New
6
Increased
13
Reduced
11
Closed
1
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.02T
$21.1M 12.69%
68,663
+1,191
+2% +$363K
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$17.3M 10.39%
399,729
-11,295
-3% -$491K
VPL icon
3
Vanguard FTSE Pacific ETF
VPL
$8.49B
$15.9M 9.55%
233,560
+8,423
+4% +$563K
VGK icon
4
Vanguard FTSE Europe ETF
VGK
$31B
$15.7M 9.43%
299,402
+5,006
+2% +$267K
QQQ icon
5
Invesco QQQ Trust
QQQ
$484B
$12.9M 7.78%
46,601
-1,629
-3% -$442K
BND icon
6
Vanguard Total Bond Market
BND
$161B
$8.48M 5.09%
96,102
-1,985
-2% -$176K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$7.18M 4.31%
21,441
-1,320
-6% -$437K
TIP icon
8
iShares TIPS Bond ETF
TIP
$14.9B
$6.12M 3.67%
48,339
-806
-2% -$101K
VCSH icon
9
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$5.75M 3.46%
69,433
+2,063
+3% +$171K
VO icon
10
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.6M 2.76%
104,364
+5,040
+5% +$220K
EWY icon
11
iShares MSCI South Korea ETF
EWY
$27.8B
$4.07M 2.44%
62,211
+2,339
+4% +$147K
IWM icon
12
iShares Russell 2000 ETF
IWM
$81.4B
$4.05M 2.43%
27,048
+2,058
+8% +$310K
GLD icon
13
SPDR Gold Trust
GLD
$149B
$3.91M 2.35%
22,065
+3,350
+18% +$602K
SPYM
14
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$3.49M 2.1%
+88,700
New +$3.45M
XLI icon
15
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$3.49M 2.1%
45,330
-11,340
-20% -$848K
XLB icon
16
State Street Materials Select Sector SPDR ETF
XLB
$8.76B
$3.32M 2%
+104,428
New +$3.24M
XLC icon
17
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$3.31M 1.99%
+55,799
New +$3.3M
EWC icon
18
iShares MSCI Canada ETF
EWC
$6.55B
$3.31M 1.99%
120,601
+4,502
+4% +$124K
XLK icon
19
State Street Technology Select Sector SPDR ETF
XLK
$120B
$3.3M 1.98%
56,584
-23,566
-29% -$1.33M
SHM icon
20
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$3.01M 1.81%
60,420
VCIT icon
21
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$2.87M 1.72%
29,916
-6,720
-18% -$646K
USCI icon
22
US Commodity Index
USCI
$388M
$2.25M 1.36%
75,904
+4,423
+6% +$129K
VNQ icon
23
Vanguard Real Estate ETF
VNQ
$39.2B
$1.73M 1.04%
21,945
+1,975
+10% +$159K
ICLN icon
24
iShares Global Clean Energy ETF
ICLN
$2.09B
$1.45M 0.87%
78,182
-6,133
-7% -$95.9K
VB icon
25
Vanguard Morningstar Small-Cap ETF
VB
$82.1B
$1.2M 0.72%
7,790
-6
-0.1% -$922

Similar funds

Ameraudi Asset Management's Q3 2020 Portfolio in Review

As of Q3 2020, Ameraudi Asset Management held 40 positions worth $166M, up 10% from $151M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Ameraudi Asset Management deployed $41.1M of net new capital in Q3 2020, opening 6 new positions and adding to 13 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 88,700 shares worth $3.49M.

By sector, the portfolio is most concentrated in Financials at 0.3% of assets, down from 0.35% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $1.33M trimmed.

  • Ameraudi Asset Management's largest Q3 2020 buy was State Street SPDR Portfolio S&P 500 ETF: 88,700 shares worth $3.49M.
  • Ameraudi Asset Management added most to SPDR Gold Trust in Q3 2020, an estimated $602K increase.
  • Ameraudi Asset Management's biggest Q3 2020 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $1.33M.
  • Ameraudi Asset Management fully exited State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020, selling an estimated $3.88M.
  • Ameraudi Asset Management's ten largest holdings make up 69% of its $166M portfolio in Q3 2020.
  • Ameraudi Asset Management opened 6 new positions and closed 1 in Q3 2020.
  • Ameraudi Asset Management's portfolio value rose 10% quarter-over-quarter to $166M.

Based on Ameraudi Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.