AAM

American Asset Management Portfolio holdings

AUM $118M
1-Year Est. Return 12.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.7M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$145K

Top Sells

1 +$18.9M
2 +$18.1M
3 +$11.7M
4
MSFT icon
Microsoft
MSFT
+$3.21M
5
AAPL icon
Apple
AAPL
+$2.96M

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.97%
3 Communication Services 0.48%
4 Financials 0.17%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,031
52
-3,261
53
-1
54
-3,440
55
-8,106
56
-1,794
57
-1,305
58
-25,039
59
-4,632
60
-2,167
61
-14,654
62
-4,305
63
-10,720
64
-2,800
65
-5,624
66
-15,950
67
-17,400
68
-6,560
69
-12,350
70
-4,996
71
-20,500
72
-12,651
73
-12,699
74
-13,260
75
-4,384