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
$91.4M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.07M
2 +$1.41M
3 +$1.14M
4
AAPL icon
Apple
AAPL
+$641K

Sector Composition

1 Technology 0.73%
2 Consumer Discretionary 0.46%
3 Communication Services 0.4%
4 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.6M 35.71%
193,752
-12,290
2
$31M 33.97%
82,295
-3,025
3
$26M 28.4%
225,991
-12,239
4
$458K 0.5%
3,350
-4,685
5
$418K 0.46%
3,940
6
$370K 0.4%
3,400
7
$301K 0.33%
1,102
8
$212K 0.23%
14,000