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
$82.5M
AUM Growth
-$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$150K

Top Sells

1
+$713K
2
+$592K
3
+$396K
4
NVDA icon
NVIDIA
NVDA
+$212K
5
AAPL icon
Apple
AAPL
+$9.67K

Sector Composition

1 Consumer Discretionary 0.72%
2 Technology 0.55%
3 Communication Services 0.39%
4 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.3M 35.47%
189,144
-4,608
2
$28.8M 34.92%
80,638
-1,657
3
$22.8M 27.59%
222,129
-3,862
4
$453K 0.55%
3,280
-70
5
$445K 0.54%
3,940
6
$325K 0.39%
3,400
7
$294K 0.36%
1,100
-2
8
$150K 0.18%
+100,000
9
– –
-14,000