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AOM

iShares Core 40/60 Moderate Allocation ETF
1W: -0.3% 1M: +0.9% 3M: +0.5% YTD: +3.1% 1Y: +12.0% 3Y: +33.9% 5Y: +24.6%
$49.40
+0.08 (+0.16%)
 
Weekly Expected Move ±1.1%
$48 $48 $49 $50 $50
ETF AMEX · AUM $1.7B
Key Statistics
AUM$1.7B
Holdings6,219
Top 10 Wt9.3%
Volume123,348
Avg Volume150,423
Beta0.77
Portfolio Fundamentals
P/E21.4
P/B5.3
Div Yield1.64%
ROE26.3%
% Profitable17%
Inception2008-11-11
Sector Allocation
Other 59.2%
Technology 12.0%
Financial Services 6.5%
Industrials 4.6%
Consumer Cyclical 3.7%
Healthcare 3.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP NVDA 1.98% $34.2M 153,125
2 APPLE INC AAPL 1.61% $28.0M 92,512
3 BLK Liquidity Temp Cash Inst #21 1.58% $27.3M 27,292,915
4 MICROSOFT CORP MSFT 1.14% $19.7M 46,792
5 AMAZON.COM INC AMZN 0.94% $16.3M 61,557
6 ALPHABET INC CLASS A GOOGL 0.82% $14.3M 36,687
7 BROADCOM INC AVGO 0.72% $12.5M 29,877
8 ALPHABET INC CLASS C GOOG 0.65% $11.3M 29,470
9 TAIWAN SEMICONDUCTOR MANUFACTURING 2330.TW 0.56% $9.6M 139,503
10 META PLATFORMS INC CLASS A META 0.48% $8.3M 13,782

Recent Holding Changes

Date Holding Change Details
2026-05-22 CHRD Changed 365 → 364
2026-05-22 K.TO Changed 8370 → 8436
2026-05-22 NXI.PA Changed 245 → 247
2026-05-22 HLMA.L Changed 2497 → 2516
2026-05-22 688599.SS Changed 1002 → 1021

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms