AFAM Capital Inc

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Assets, Funds, Holdings

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AFAM Capital Inc
CRD #108517
SEC #801-30528
CIK #0001167495
AUM
Employees 16 (38% Investors, 6% Brokers)
Phone512-354-7041
Address12117 Fm 2244
Austin, TX 78738
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
100080060040020001999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 18.5
Microsoft Corp 15.1
Cisco Systems Inc 14.0
J P Morgan Chase & Co 12.8
Corning Inc /NY 12.5
Walt Disney Co 12.2
Norfolk Southern Corp 11.8
Amgen Inc 11.8
Intel Corp 11.1
Royal Caribbean Cruises Ltd 10.6
View All
Holdings by Sector ($M)
100080060040020002013201520172019
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 466 132.9
(b) Individuals (high net worth individuals) 345 411.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 287.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 29 27.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 67 87.7
(n) Other 25 4.4
Total 935 950.9
By Discretionary
Discretionary 935 950.9
Non-Discretionary 0 0.0
Total 935 950.9
By Non-United States Persons
Non-United States Persons 10.2
United States Persons 940.7
Total 935 950.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001167495]
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