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
101
$2K ﹤0.01%
+20
102
$2K ﹤0.01%
+400
103
$2K ﹤0.01%
+83
104
$2K ﹤0.01%
+75
105
$2K ﹤0.01%
+10
106
$2K ﹤0.01%
+43
107
$2K ﹤0.01%
+105
108
$2K ﹤0.01%
+26
109
$2K ﹤0.01%
+50
110
$1K ﹤0.01%
+21
111
$1K ﹤0.01%
+12
112
$1K ﹤0.01%
+17
113
$1K ﹤0.01%
+50
114
– –
0
115
$0 ﹤0.01%
+5
116
– –
0
117
$0 ﹤0.01%
+84
118
$0 ﹤0.01%
+3
119
– –
-1,730
120
– –
0
121
$0 ﹤0.01%
+11
122
$0 ﹤0.01%
+4
123
$0 ﹤0.01%
+2,500
124
$0 ﹤0.01%
+3
125
– –
0
2 3 4
5
6