AAM
American Asset Management Portfolio holdings
AUM
$108M
This Quarter Return
+4.58%
1 Year Return
+13.2%
3 Year Return
+35.57%
5 Year Return
+34.93%
10 Year Return
+198.18%
AUM
$155M
AUM Growth
+$155M
(+7%)
Cap. Flow
+$4.43M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
67.56%
Holding
118
New
7
Increased
29
Reduced
34
Closed
5
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$1.65M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.59M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.13M |
| 4 |
PepsiCo
PEP
|
$247K |
| 5 |
Adobe
ADBE
|
$231K |
Top Sells
| 1 |
GLOP
GASLOG PARTNERS LP
GLOP
|
$456K |
| 2 |
Apple
AAPL
|
$286K |
| 3 |
Kimco Realty
KIM
|
$273K |
| 4 |
Truist Financial
TFC
|
$272K |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$218K |
Sector Composition
| 1 | Financials | 7.59% |
| 2 | Technology | 7.26% |
| 3 | Industrials | 4.66% |
| 4 | Utilities | 4.09% |
| 5 | Communication Services | 3.42% |
