AAMC
Asset Allocation & Management Company Portfolio holdings
AUM
$216M
This Quarter Return
+5.55%
1 Year Return
+12.29%
3 Year Return
+43.9%
5 Year Return
+65.11%
10 Year Return
–
AUM
$268M
AUM Growth
–
Cap. Flow
+$268M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.27%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$71.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$31.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$30M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$28.8M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$26.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.01% |
| 2 | Communication Services | 0.96% |
| 3 | Energy | 0.72% |
| 4 | Technology | 0.68% |
| 5 | Industrials | 0.49% |
