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

Top Buys

1 +$479K
2 +$355K
3 +$306K
4
KKR icon
KKR & Co
KKR
+$290K
5
T icon
AT&T
T
+$245K

Top Sells

1 +$5.14M
2 +$789K
3 +$338K
4
GE icon
GE Aerospace
GE
+$333K
5
LUMN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-314