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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 $362,021,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 87,577 $52,331,391 14.46%
2.
Ishares Trust
 IEF 57,000 $37,232,970 10.28%
3.
Exxon Mobil Corp
 XOM 92,614 $15,712,867 4.34%
4.
Freeport-Mcmoran Inc
 FCX 250,000 $14,695,000 4.06%
5.
Walmart Inc.
 WMT 98,441 $12,234,207 3.38%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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