AAM
American Asset Management Portfolio holdings
AUM
$108M
This Quarter Return
+6.06%
1 Year Return
+13.2%
3 Year Return
+35.57%
5 Year Return
+34.93%
10 Year Return
+198.18%
AUM
$225M
AUM Growth
+$225M
(+6.1%)
Cap. Flow
+$344K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
128
New
–
Increased
4
Reduced
3
Closed
114
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.26M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$787K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$485K |
| 4 |
Mastercard
MA
|
$60.3K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$583K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$185K |
| 3 |
Meta Platforms (Facebook)
META
|
$184K |
| 4 |
Baidu
BIDU
|
$183K |
| 5 |
Intel
INTC
|
$166K |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Industrials | 0.1% |
| 3 | Financials | 0.09% |
| 4 | Materials | 0% |
| 5 | Communication Services | 0% |
