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
$219M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$99.9M
2
+$92.8M
3
+$213K
4
AAPL icon
Apple
AAPL
+$38.1K

Top Sells

1
+$82.6M
2
+$37.9M
3
+$436K
4
IAU icon
iShares Gold Trust
IAU
+$226K

Sector Composition

1 Technology 0.24%
2 Industrials 0.21%
3 Real Estate 0.05%
4 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 47.84%
847,643
+807,915
2
$98.9M 45.18%
906,884
+850,954
3
$5.64M 2.57%
57,858
-388,993
4
$4.28M 1.96%
22,900
-441,849
5
$3.09M 1.41%
28,000
-3,952
6
$1.16M 0.53%
46,720
-9,090
7
$534K 0.24%
27,860
+1,988
8
$238K 0.11%
1,921
9
$213K 0.1%
+1,730
10
$112K 0.05%
2,275
11
$22K 0.01%
11,000