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
$117M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$17.1M
3 +$15.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.06%
2 Consumer Discretionary 0.76%
3 Financials 0.4%
4 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.3M 28.36%
89,076
+39,156
2
$30.7M 26.19%
172,379
+85,209
3
$30.2M 25.72%
191,442
+108,679
4
$20.3M 17.26%
+183,334
5
$1.25M 1.06%
9,388
6
$896K 0.76%
5,500
+200
7
$465K 0.4%
+2,006
8
$298K 0.25%
3,400