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
$124M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$458K
2 +$432K
3 +$120K
4
NVDA icon
NVIDIA
NVDA
+$25.6K

Top Sells

1 +$9.03M
2 +$102K
3 +$57.3K

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.62%
3 Communication Services 0.41%
4 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.1M 35.61%
95,982
+262
2
$32.4M 26.18%
219,403
+2,926
3
$32.2M 26%
193,100
+2,748
4
$11.8M 9.57%
107,250
-81,748
5
$1.33M 1.07%
8,873
-678
6
$762K 0.62%
4,520
-340
7
$503K 0.41%
3,400
8
$358K 0.29%
14,000
+1,000
9
$316K 0.26%
1,102