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
$295M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$4.53M
2 +$3.51M
3 +$3.46M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.01M
5
HD icon
Home Depot
HD
+$1.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.53%
2 Industrials 3.74%
3 Healthcare 3.53%
4 Financials 3.44%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$267K 0.09%
+1,250
102
$261K 0.09%
+2,660
103
$254K 0.09%
3,142
104
$249K 0.08%
+1,150
105
$248K 0.08%
+975
106
$246K 0.08%
1,902
107
$231K 0.08%
+1,038
108
$213K 0.07%
+1,565
109
$204K 0.07%
+800
110
$188K 0.06%
13,000
111
$160K 0.05%
17,500
112
$139K 0.05%
30,000