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
$115M
AUM Growth
-$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.29M
3
+$1.18M
4
AAPL icon
Apple
AAPL
+$19.9K

Top Sells

1
+$231K
2
+$99K
3
+$59K

Sector Composition

1 Technology 1.01%
2 Consumer Discretionary 0.65%
3 Communication Services 0.3%
4 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 31.68%
92,325
+3,249
2
$28.7M 24.89%
179,726
+7,347
3
$27.4M 23.72%
202,290
+10,848
4
$20.2M 17.49%
182,800
-534
5
$1.17M 1.01%
9,551
+163
6
$752K 0.65%
4,860
-640
7
$351K 0.3%
3,400
8
$282K 0.24%
1,102
-904