AAM-Growth Tandem (aamg) | Stock price, performance, AI analysis | Thematic | AI powered fundamental research and development platform

Index Performance

-17.82%

AAMG

-7.42%

TMLARGE

-6.94%

SPY

-13.20%

IWM

Overview

Description

Using alt asset mgrs and Brk as low-risk ballast for growth stocks (Mag7, Pltr, Ionq, Emerging Mkt ETFs)

TickerAAMG
Inception Date02/27/2024
WeightingCustom
# of holdings18

What's inside?

Holdings

All holdings as of March 14, 2025


Berkshire Hathaway, Inc. (BRK/B)	11.63%	$1.13T	1.91%	23.31%	2.12
VanEck Vectors Morningstar US Wide Moat UCITS (MOAT)	9.57%	N/A	N/A	N/A	N/A
Blackstone, Inc. (BX)	7.67%	$180.09B	21.25%	98.76%	12.33
Brookfield Corp. (BN)	7.35%	$84.82B	-13.53%	22.05%	5.23
The Carlyle Group Inc. (CG)	6.96%	$15.76B	100.25%	60.12%	5.05
Apollo Global Management, Inc. (APO)	6.45%	$79.13B	-20.74%	62.15%	4.07
KKR Group Co., Inc. (KKR)	6.30%	$102.75B	39.53%	35.37%	9.28
Palantir Technologies, Inc. (PLTR)	5.48%	$204.87B	28.79%	80.25%	62.97
Direxion Daily MSFT Bull 2X Shares (MSFU)	4.68%	N/A	N/A	N/A	N/A
Direxion Daily AMZN Bull 2X Shares (AMZU)	4.56%	N/A	N/A	N/A	N/A
VanEck Africa Index ETF (AFK)	4.42%	N/A	N/A	N/A	N/A
Global X MSCI Vietnam ETF (VNAM)	4.32%	N/A	N/A	N/A	N/A
GraniteShares 2X Long NVDA Daily ETF (NVDL)	4.31%	N/A	N/A	N/A	N/A
Atlanta Braves Holdings, Inc. (BATRK)	4.13%	$2.41B	3.45%	12.98%	4.56
Franklin FTSE India ETF (FLIN)	3.74%	N/A	N/A	N/A	N/A
iShares MSCI Indonesia ETF (EIDO)	3.69%	N/A	N/A	N/A	N/A
IonQ, Inc. (IONQ)	2.88%	$5.56B	95.41%	8.87%	199.10
Direxion Daily TSLA Bull 1.5X Shares (TSLL)	1.87%	N/A	N/A	N/A	N/A

Market data by FactSet

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