AFAM Capital Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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 ($M)
100080060040020001999200720152024
CIK Period
0001167495
Sector Form 13F Holdings Value ($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
Abbott Laboratories 9.9
Celanese Corp 9.6
Eaton Corp Ltd 9.6
Deere & Co 8.9
Comcast Corp 8.8
Caterpillar Inc 8.8
Archer Daniels Midland Co 8.7
Coach Inc 8.6
Prudential Financial Inc 8.6
Johnson & Johnson 8.3
Oracle Corp 8.0
Bank of America Corp /DE/ 7.9
Digital Realty Trust Inc 7.7
Manpower Inc /WI/ 7.7
Fedex Corp 7.6
Wal Mart Stores Inc 7.5
International Business Machines Corp 7.4
PNC Financial Services Group Inc 7.4
 
 
 
Prev | Page 1 | Next
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]
Terms | Privacy | Guide
tony@aum13f.com