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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
+4.54%
1 Year Est. Return
+16.19%
3 Year Est. Return
+47.07%
5 Year Est. Return
+44.96%
10 Year Est. Return
AUM
$229M
AUM Growth
-$2.9M
Cap. Flow
-$12.2M
Cap. Flow %
-5.3%
Top 10 Hldgs %
64.36%
Holding
64
New
5
Increased
13
Reduced
27
Closed
6

Sector Composition

Rank Sector Weight
1 Technology 0.62%
2 Communication Services 0.62%
3 Consumer Discretionary 0.17%
4 Financials 0.16%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.02T
$23.8M 10.38%
63,339
-6,718
-10% -$2.46M
BND icon
2
Vanguard Total Bond Market
BND
$161B
$19.9M 8.66%
269,265
-69,204
-20% -$5.06M
VPL icon
3
Vanguard FTSE Pacific ETF
VPL
$8.48B
$19.7M 8.6%
290,909
-58,711
-17% -$3.94M
VGK icon
4
Vanguard FTSE Europe ETF
VGK
$31B
$17.3M 7.56%
284,604
+48,329
+20% +$2.89M
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$17M 7.41%
420,979
-8,008
-2% -$326K
XLE icon
6
State Street Energy Select Sector SPDR ETF
XLE
$42B
$12.5M 5.45%
301,764
+11,080
+4% +$474K
XLK icon
7
State Street Technology Select Sector SPDR ETF
XLK
$120B
$10.6M 4.62%
140,556
+8,996
+7% +$619K
XLB icon
8
State Street Materials Select Sector SPDR ETF
XLB
$8.73B
$9.3M 4.05%
230,628
-2,700
-1% -$109K
XLF icon
9
State Street Financial Select Sector SPDR ETF
XLF
$57.7B
$8.78M 3.83%
273,043
+15,757
+6% +$548K
VO icon
10
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$8.73M 3.8%
165,576
-2,080
-1% -$111K
PAVE icon
11
Global X US Infrastructure Development ETF
PAVE
$13.8B
$7.86M 3.43%
277,340
-13,481
-5% -$382K
IEUR icon
12
iShares Core MSCI Europe ETF
IEUR
$9.37B
$5.86M 2.55%
111,930
-1,700
-1% -$87K
XBI icon
13
State Street SPDR S&P Biotech ETF
XBI
$11.1B
$5.74M 2.5%
75,276
+577
+0.8% +$47.9K
EWC icon
14
iShares MSCI Canada ETF
EWC
$6.54B
$5.39M 2.35%
157,591
+1,232
+0.8% +$42.2K
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$5.23M 2.28%
12,774
-288
-2% -$115K
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$4.46M 1.94%
91,358
VTIP icon
17
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$4.28M 1.86%
89,439
+81,430
+1,017% +$3.83M
EWU icon
18
iShares MSCI United Kingdom ETF
EWU
$3.95B
$3.36M 1.47%
104,295
-93,263
-47% -$2.99M
SHM icon
19
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$3.12M 1.36%
65,712
MLPX icon
20
Global X MLP & Energy Infrastructure ETF
MLPX
$3.61B
$3.07M 1.34%
76,880
-5,052
-6% -$206K
VWOB icon
21
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$2.88M 1.26%
+46,258
New +$2.87M
MOO icon
22
VanEck Agribusiness ETF
MOO
$1.02B
$2.82M 1.23%
32,517
+192
+0.6% +$17K
VGIT icon
23
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.78M 1.21%
46,392
+42,692
+1,154% +$2.53M
URA icon
24
Global X Uranium ETF
URA
$6.12B
$2.11M 0.92%
106,096
+2,713
+3% +$57.4K
PICK icon
25
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.35B
$2.05M 0.89%
48,052
-870
-2% -$38K

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Ameraudi Asset Management's Q1 2023 Portfolio in Review

As of Q1 2023, Ameraudi Asset Management held 64 positions worth $229M, down 1.2% from $232M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Ameraudi Asset Management withdrew a net $12.2M in Q1 2023, closing 6 positions and reducing 27 holdings. Its most notable exit was Vanguard Short-Term Corporate Bond ETF, an estimated $1.06M position sold in full.

By sector, the portfolio is most concentrated in Technology at 0.62% of assets, up from 0.48% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Ameraudi Asset Management opened a new position in Vanguard Emerging Markets Government Bond ETF worth $2.88M.

  • Ameraudi Asset Management's largest Q1 2023 buy was Vanguard Emerging Markets Government Bond ETF: 46,258 shares worth $2.88M.
  • Ameraudi Asset Management added most to Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023, an estimated $3.83M increase.
  • Ameraudi Asset Management's biggest Q1 2023 reduction was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, cutting an estimated $6.85M.
  • Ameraudi Asset Management fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2023, selling an estimated $1.06M.
  • Ameraudi Asset Management's ten largest holdings make up 64% of its $229M portfolio in Q1 2023.
  • Ameraudi Asset Management opened 5 new positions and closed 6 in Q1 2023.
  • Ameraudi Asset Management's portfolio value fell 1.2% quarter-over-quarter to $229M.

Based on Ameraudi Asset Management's 13F filing for Q1 2023, filed 8 May 2023.