AAA ETF

AAA ETF
$24.92
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Fund Essentials - as of Jun 30, 2026

Net Assets
$65M
Expense Ratio
0.19%
Dividend Yield (Current)
4.81%
Holdings
32
Inception Date
Sep 9, 2020
Fund Family
Alternative Access Funds, LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.29%
1 Year+4.47%
3 Year+5.95%
5 Year+4.59%

Asset Allocation

Bonds: 93.16%
Cash: 6.84%
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Top Holdings

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TickerNameWeight
-California State Public Works Board 5 09/01/20276.84%
-Fcbsl 2024-4A A V/R 01/15/384.51%
-Fortress Credit Bsl Xxiii A 5.46622% 15-Oct-2038, 5.56%, 10/15/38 5.46622 2038-10-154.51%
-Ammc_25-31A A1 144A 5.64% Feb 20, 20384.50%
-APIDOS CLO LTD APID 2022 39A A1R 144A 5.25% 10/15/20254.50%
Top 10 Concentration: 47.36%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.81%
Frequency
Monthly
Latest Distribution
$0.10
Jul 31, 2026
12M Distributions
12 payments
Total: $1.20

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

AAA ETF Overview

AAA ETF (Alternative Access First Priority CLO Bond ETF) is managed by Alternative Access Funds, LLC with $65.0M in net assets. AAA expense ratio is 0.19%, holding 32 positions across sectors including Financials. Inception date: 2020-09-09.

AAA performance shows a YTD return of 2.29%. The 1-year return is 4.47% and the 5-year return is 4.59%. AAA dividend yield stands at 4.81%, paid monthly.

AAA top holdings include California State Public Works Board 5 09/01/2027 (6.8%), Fcbsl 2024-4A A V/R 01/15/38 (4.5%), Fortress Credit Bsl Xxiii A 5.46622% 15-Oct-2038, 5.56%, 10/15/38 5.46622 2038-10-15 (4.5%), Ammc_25-31A A1 144A 5.64% Feb 20, 2038 (4.5%), APIDOS CLO LTD APID 2022 39A A1R 144A 5.25% 10/15/2025 (4.5%). Go to all AAA holdings, AAA sectors, or AAA dividends.

AAA can be compared against other funds. Use AAA overlap to find shared positions, or AAA vs another fund for a side-by-side view. AAA alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.37%
YTD
+2.29%
1 Year
+4.47%
3 Year
+5.95%

Top 10 Holdings (47.4% of portfolio)

#TickerNameSectorWeight
1-California State Public Works Board 5 09/01/2027Other6.84%
2-Fcbsl 2024-4A A V/R 01/15/38Other4.51%
3-Fortress Credit Bsl Xxiii A 5.46622% 15-Oct-2038, 5.56%, 10/15/38 5.46622 2038-10-15Other4.51%
4-Ammc_25-31A A1 144A 5.64% Feb 20, 2038Other4.50%
5-APIDOS CLO LTD APID 2022 39A A1R 144A 5.25% 10/15/2025Other4.50%
6-Cayuga Park Clo, Ltd. Cygpk 2020 1A Ar2 144A 5.12 2038-10-18Other4.50%
7-Cedar Funding Ltd Cedf 2017 8A Arr 144A 01/17/2038Other4.50%
8-Mdpk 2025-71A A1 4/38Other4.50%
9-Magnetite Xxxiv Ltd 5.462% 01/15/2038Other4.50%
10-Voya_21-2A A1R 144A 5.05% Apr 20, 2038Other4.50%