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
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$60.8M
2 +$55.5M
3 +$29.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.5M
5
IAU icon
iShares Gold Trust
IAU
+$20.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.18%
2 Industrials 0.1%
3 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.8M 31.6%
+735,726
2
$55.5M 28.83%
+502,458
3
$29.6M 15.38%
+248,439
4
$21.5M 11.18%
+134,153
5
$20.7M 10.78%
+865,234
6
$3.3M 1.72%
+29,952
7
$407K 0.21%
+4,834
8
$343K 0.18%
+24,248
9
$202K 0.11%
+1,816
10
$21K 0.01%
+11,000