AAM
American Asset Management Portfolio holdings
AUM
$108M
This Quarter Return
+5.11%
1 Year Return
+13.2%
3 Year Return
+35.57%
5 Year Return
+34.93%
10 Year Return
+198.18%
AUM
$106M
AUM Growth
+$106M
(-15%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-16.05%
Top 10 Holdings %
Top 10 Hldgs %
99.76%
Holding
134
New
–
Increased
3
Reduced
1
Closed
110
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$69.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.59M |
| 3 |
SPDR Gold Trust
GLD
|
$98.8K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$83.9M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.46M |
| 3 |
Exxon Mobil
XOM
|
$149K |
| 4 |
CELG
Celgene Corp
CELG
|
$130K |
| 5 |
UnitedHealth
UNH
|
$116K |
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Communication Services | 0.33% |
| 3 | Financials | 0.25% |
| 4 | Industrials | 0.24% |
| 5 | Healthcare | 0% |