AAM

Austin Asset Management Portfolio holdings

AUM $513M
1-Year Est. Return 13.38%
This Quarter Est. Return
1 Year Est. Return
+13.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$400K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$30.1M
2 +$79.3K

Sector Composition

1 Financials 10.71%
2 Technology 1.73%
3 Industrials 1.55%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.08%
14,988
52
$208K 0.08%
4,090
53
$207K 0.07%
985