$428 Million is the total value of Advanced Asset Management Advisors Inc's 99 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IAT | Exit | ISHARES TRus regnl bks etf | $0 | – | -106 | -100.0% | -0.00% | – |
MBB | Exit | ISHARES TRmbs etf | $0 | – | -73 | -100.0% | -0.00% | – |
XMLV | Exit | INVESCO EXCH TRADED FD TR IIs&p midcp low | $0 | – | -137 | -100.0% | -0.00% | – |
SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -370 | -100.0% | -0.00% | – |
PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -1,099 | -100.0% | -0.00% | – |
PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -743 | -100.0% | -0.01% | – |
IHE | Exit | ISHARES TRu.s. pharma etf | $0 | – | -257 | -100.0% | -0.01% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -250 | -100.0% | -0.02% | – |
SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -4,105 | -100.0% | -0.06% | – |
SHV | Exit | ISHARES TRshort treas bd | $0 | – | -76,896 | -100.0% | -2.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 24 | Q3 2023 | 11.2% |
ISHARES TR | 24 | Q3 2023 | 10.8% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 10.1% |
ISHARES TR | 24 | Q3 2023 | 5.7% |
MICROSOFT CORP | 24 | Q3 2023 | 2.7% |
APPLIED MATLS INC | 24 | Q3 2023 | 3.1% |
T-MOBILE US INC | 24 | Q3 2023 | 2.7% |
UNITEDHEALTH GROUP INC | 24 | Q3 2023 | 2.7% |
JPMORGAN CHASE & CO | 24 | Q3 2023 | 1.6% |
QUALCOMM INC | 24 | Q3 2023 | 1.9% |
View Advanced Asset Management Advisors Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-04 |
13F-HR | 2022-01-24 |
View Advanced Asset Management Advisors Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.