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
$212M
AUM Growth
-$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$185K
2
+$184K
3
+$183K
4
INTC icon
Intel
INTC
+$166K
5
MA icon
Mastercard
MA
+$129K

Top Sells

1
+$3.82M
2
+$3.19M
3
+$207K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$91.3K
5
GLD icon
SPDR Gold Trust
GLD
+$76.5K

Sector Composition

1 Technology 0.53%
2 Communication Services 0.3%
3 Industrials 0.17%
4 Financials 0.17%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17K 0.01%
+150
52
$17K 0.01%
+450
53
$17K 0.01%
+1,500
54
$17K 0.01%
+700
55
$15K 0.01%
+170
56
$15K 0.01%
+100
57
$14K 0.01%
+400
58
$14K 0.01%
+300
59
$14K 0.01%
+200
60
$14K 0.01%
+750
61
$13K 0.01%
+126
62
$13K 0.01%
+200
63
$13K 0.01%
+35
64
$12K 0.01%
+1,212
65
$12K 0.01%
+385
66
$11K 0.01%
+661
67
$11K 0.01%
+307
68
$11K 0.01%
+200
69
$10K ﹤0.01%
+200
70
$10K ﹤0.01%
+200
71
$9K ﹤0.01%
+208
72
$9K ﹤0.01%
+200
73
$9K ﹤0.01%
+125
74
$8K ﹤0.01%
+200
75
$8K ﹤0.01%
+781
1 2
3
4 5