AAM

American Asset Management Portfolio holdings

AUM $108M
This Quarter Return
-4.05%
1 Year Return
+13.2%
3 Year Return
+35.57%
5 Year Return
+34.93%
10 Year Return
+198.18%
AUM
$115M
AUM Growth
+$115M
Cap. Flow
+$3.56M
Cap. Flow %
3.08%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
4
Reduced
3
Closed
–

Top Buys

1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$1.47M
2
SPY icon
SPDR S&P 500 ETF Trust
SPY
$1.29M
3
GLD icon
SPDR Gold Trust
GLD
$1.18M
4
AAPL icon
Apple
AAPL
$19.9K

Top Sells

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$231K
2
AMZN icon
Amazon
AMZN
$99K
3
SHV icon
iShares Short Treasury Bond ETF
SHV
$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 Shares
Change % 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$653B
$36.6M 31.68%
92,325
+3,249
+4% +$1.29M
GLD icon
2
SPDR Gold Trust
GLD
$110B
$28.7M 24.89%
179,726
+7,347
+4% +$1.18M
TLT icon
3
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
$27.4M 23.72%
202,290
+10,848
+6% +$1.47M
SHV icon
4
iShares Short Treasury Bond ETF
SHV
$20.7B
$20.2M 17.49%
182,800
-534
-0.3% -$59K
AAPL icon
5
Apple
AAPL
$3.41T
$1.17M 1.01%
9,551
+163
+2% +$19.9K
AMZN icon
6
Amazon
AMZN
$2.4T
$752K 0.65%
243
-32
-12% -$99K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$2.56T
$351K 0.3%
170
– –
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.08T
$282K 0.24%
1,102
-904
-45% -$231K