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ADVANCED ASSET MANAGEMENT ADVISORS INC 13F portfolio summary

ADVANCED ASSET MANAGEMENT ADVISORS INC of ADVANCED ASSET MANAGEMENT ADVISORS INC has 78 current stock holdings with a reported portfolio value of $362.0M. The portfolio 1 year return is +19.89%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), FPE (0.00%), VOO (14.70%).

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ADVANCED ASSET MANAGEMENT ADVISORS INC

ADVANCED ASSET MANAGEMENT ADVISORS INC
Latest filing: 2026-03-31

ADVANCED ASSET MANAGEMENT ADVISORS INC runs ADVANCED ASSET MANAGEMENT ADVISORS INC and currently holds 78 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $362.02M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ADVANCED ASSET MANAGEMENT ADVISORS INC ranks #837 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ADVANCED ASSET MANAGEMENT ADVISORS INC's portfolio at ADVANCED ASSET MANAGEMENT ADVISORS INC has delivered returns of +19.89%. Their 3-year annualized return is +52.78%. Looking at the 5-year horizon, ADVANCED ASSET MANAGEMENT ADVISORS INC has achieved +54.99% annualized returns at ADVANCED ASSET MANAGEMENT ADVISORS INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.89%
#651/1000
3 Year
+52.78%
#786/1000
5 Year
+54.99%
#782/1000

Portfolio Value

$362.02M

Alpha Score

42.0

#837 of 1000

Holdings

78

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change