AAA

American Alpha Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$9.37M
2 +$8.58M
3 +$8.3M
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$4.24M
5
VTV icon
Vanguard Value ETF
VTV
+$1.11M

Sector Composition

1 Communication Services 10.86%
2 Technology 5.7%
3 Consumer Staples 5.57%
4 Energy 3.27%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$877K 0.71%
32,970
-2,012
27
$869K 0.7%
5,500
28
$856K 0.69%
4,709
-49,701
29
$715K 0.58%
5,040
30
$712K 0.57%
1,617
-78
31
$664K 0.54%
12,005
-551
32
$644K 0.52%
+26,000
33
$638K 0.51%
11,188
+1,536
34
$517K 0.42%
+4,170
35
$515K 0.42%
89
+2
36
$509K 0.41%
17,575
-1,851
37
$489K 0.39%
2,944
-162
38
$489K 0.39%
45,031
+525
39
$475K 0.38%
8,110
-610
40
$466K 0.38%
+636
41
$462K 0.37%
6,666
-37
42
$461K 0.37%
2,894
+242
43
$460K 0.37%
18,982
+2,478
44
$458K 0.37%
2,997
+195
45
$453K 0.37%
10,478
+389
46
$452K 0.36%
3,160
+200
47
$450K 0.36%
6,336
+1,344
48
$450K 0.36%
4,175
+172
49
$447K 0.36%
12,517
+974
50
$443K 0.36%
4,933
+461