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
51
$265K 0.15%
+1,950
52
$258K 0.15%
+1,945
53
$245K 0.14%
+5,779
54
$238K 0.14%
+4,475
55
$238K 0.14%
+4,718
56
$237K 0.13%
+1,349
57
$237K 0.13%
+9,861
58
$236K 0.13%
+2,637
59
$235K 0.13%
+3,121
60
$229K 0.13%
+2,250
61
$229K 0.13%
+3,293
62
$226K 0.13%
+7,050
63
$216K 0.12%
+4,393
64
$211K 0.12%
+1,383
65
$210K 0.12%
+4,750
66
$208K 0.12%
+11,945
67
$200K 0.11%
+3,366
68
$169K 0.1%
+11,853
69
$166K 0.09%
+11,800
70
$139K 0.08%
+14,050
71
$59K 0.03%
+10,000
72
$19K 0.01%
+22,000
1 2
3