AAM

American Asset Management Portfolio holdings

AUM $108M
1-Year Est. Return 13.2%
This Quarter Est. Return
1 Year Est. Return
+13.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.31M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$910K
5
AAPL icon
Apple
AAPL
+$903K

Top Sells

1
+$1.98M
2
+$1.83M
3
+$1.11K

Sector Composition

1 Financials 2.48%
2 Technology 2.37%
3 Communication Services 1.7%
4 Healthcare 1.68%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$448K 0.25%
4,026
+789
27
$443K 0.25%
+9,049
28
$420K 0.24%
+3,616
29
$418K 0.24%
+3,995
30
$406K 0.23%
+4,977
31
$399K 0.23%
+18,650
32
$388K 0.22%
+4,450
33
$382K 0.22%
+6,020
34
$378K 0.21%
+5,998
35
$376K 0.21%
+12,300
36
$366K 0.21%
+12,540
37
$359K 0.2%
17,206
38
$331K 0.19%
+3,684
39
$326K 0.19%
+30,815
40
$314K 0.18%
+4,932
41
$312K 0.18%
+7,867
42
$311K 0.18%
+9,666
43
$307K 0.17%
+25,404
44
$306K 0.17%
+4,466
45
$303K 0.17%
+8,183
46
$287K 0.16%
+7,605
47
$277K 0.16%
+5,080
48
$275K 0.16%
+5,950
49
$272K 0.15%
3,198
-13
50
$270K 0.15%
+329
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