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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 $373,991,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 87,401 $53,522,386 14.31%
2.
Ishares Trust
 IEF 57,000 $38,150,100 10.2%
3.
Apple Inc.
 AAPL 49,252 $12,540,973 3.35%
4.
Jpmorgan Chase & Co
 JPM 38,277 $12,073,684 3.23%
5.
Alphabet Inc.
 GOOGL 48,642 $11,824,923 3.16%
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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