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
$165M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$437K
2 +$326K
3 +$284K
4
KKR icon
KKR & Co
KKR
+$276K
5
T icon
AT&T
T
+$228K

Top Sells

1 +$5.01M
2 +$781K
3 +$380K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$339K
5
LUMN icon
Lumen
LUMN
+$247K

Sector Composition

1 Financials 4.42%
2 Technology 4.14%
3 Industrials 2.65%
4 Communication Services 2.63%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-314