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
$66.9M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$57K

Top Sells

1
+$518K
2
+$53.9K
3
+$3.6K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$841

Sector Composition

1 Technology 0.76%
2 Financials 0.66%
3 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.4M 61.87%
79,192
+109
2
$20.1M 30.07%
212,774
-38
3
$2.46M 3.68%
78,333
+43,233
4
$789K 1.18%
1,500
5
$537K 0.8%
2,611
-262
6
$511K 0.76%
2,981
7
$441K 0.66%
1,049
-2
8
$391K 0.58%
100,000
9
$261K 0.39%
6,960
10
– –
-17,856