AAM
American Asset Management Portfolio holdings
AUM
$108M
This Quarter Return
+4.62%
1 Year Return
+13.2%
3 Year Return
+35.57%
5 Year Return
+34.93%
10 Year Return
+198.18%
AUM
$165M
AUM Growth
+$165M
(+1.1%)
Cap. Flow
-$5M
Cap. Flow
% of AUM
-3.03%
Top 10 Holdings %
Top 10 Hldgs %
79.1%
Holding
101
New
8
Increased
30
Reduced
27
Closed
5
Top Buys
| 1 |
Home Depot
HD
|
$479K |
| 2 |
Dine Brands
DIN
|
$355K |
| 3 |
UNIT
Uniti Group
UNIT
|
$306K |
| 4 |
KKR & Co
KKR
|
$290K |
| 5 |
AT&T
T
|
$245K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.14M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$789K |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$338K |
| 4 |
GE Aerospace
GE
|
$333K |
| 5 |
Lumen
LUMN
|
$247K |
Sector Composition
| 1 | Financials | 4.19% |
| 2 | Technology | 4.14% |
| 3 | Industrials | 2.65% |
| 4 | Communication Services | 2.63% |
| 5 | Consumer Staples | 2.42% |