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
$145M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$85.8M
2 +$42.9M
3 +$4.61M
4
AAPL icon
Apple
AAPL
+$518K
5
GE icon
GE Aerospace
GE
+$258K

Top Sells

1 +$41.8M
2 +$17.2M
3 +$379K

Sector Composition

1 Technology 0.36%
2 Industrials 0.18%
3 Real Estate 0.07%
4 Materials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$85.8M 59.31%
+464,749
2
$42.9M 29.61%
+446,851
3
$5.7M 3.94%
55,930
-410,836
4
$4.61M 3.19%
+39,728
5
$3.52M 2.43%
31,952
+2,000
6
$1.3M 0.9%
55,810
-734,562
7
$518K 0.36%
+25,872
8
$258K 0.18%
+1,921
9
$100K 0.07%
+2,275
10
$23K 0.02%
+11,000
11
-4,484