AAMC

Asset Allocation & Management Company Portfolio holdings

AUM $216M
1-Year Est. Return 12.29%
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.8M
3
+$8.26M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.47M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$6.45M

Top Sells

1
+$27.4M
2
+$2.6M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.4M
5
MCD icon
McDonald's
MCD
+$1.25M

Sector Composition

1 Consumer Discretionary 2.11%
2 Financials 1.37%
3 Technology 1.26%
4 Healthcare 0.75%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
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