AAMC
Asset Allocation & Management Company Portfolio holdings
AUM
$216M
This Quarter Return
+6.16%
1 Year Return
+12.29%
3 Year Return
+43.9%
5 Year Return
+65.11%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(+60%)
Cap. Flow
+$85.8M
Cap. Flow
% of AUM
29.05%
Top 10 Holdings %
Top 10 Hldgs %
64.07%
Holding
116
New
79
Increased
17
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$4.53M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.51M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$3.46M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.01M |
| 5 |
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% |
