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Home > Institutional Investor > Advanced Asset Management Advisors Inc > Profile

Instuitional Investor - Advanced Asset Management Advisors Inc

Fund Profile
Filing Period:
Fund Name: Advanced Asset Management Advisors Inc
Portfolio Value $370,306,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 87,564 $49,738,979 13.43%
2.
Ishares Trust
 IEF 69,200 $42,966,280 11.6%
3.
Visa Inc.
 V 38,200 $13,562,910 3.66%
4.
T-Mobile Us Inc.
 TMUS 55,315 $13,179,352 3.56%
5.
Alphabet Inc.
 GOOGL 68,642 $12,096,780 3.27%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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