StockDriftsStockDriftsTop 50 Aafmaa Wealth Management & Trust Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | 8.52% | 201.5K | $22.0M | +2.41%(+4.74K) | $110.12(-1.34%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.72% | 251.0K | $19.9M | -2.82%(-7.27K) | $77.15(+2.35%) | 2026-03-31 | |
| IEF | ISHARES TR | 7.08% | 191.3K | $18.3M | +1.39%(+2.62K) | $96.30(-1.84%) | 2026-03-31 | |
| EFA | ISHARE TR | 6.14% | 163.0K | $15.8M | +0.22%(+358) | $85.97(+18.70%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 5.28% | 275.7K | $13.6M | +144.91%(+163.11K) | $50.63(+1.90%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.79% | 19.0K | $12.3M | -15.62%(-3.51K) | $550.48(+31.48%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 4.46% | 71.0K | $11.5M | +372.73%(+56.01K) | $151.79(+13.59%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.26% | 115.8K | $11.0M | -2.29%(-2.71K) | $92.78(+1.65%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.7% | 71.7K | $9.5M | +48.38%(+23.39K) | $125.93(+31.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 32.7K | $5.7M | -0.38%(-124) | $103.27(+90.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.66% | +35.52% |
| Top 20 Holdings Unweighted | +12.48% | +42.31% |
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