AAM
Austin Asset Management Portfolio holdings
AUM
$609M
1-Year Est. Return
15.2%
This Fund
S&P 500
1 Year Est. Return
+15.2%
AUM
$548M
AUM Growth
+$35M
(+6.8%)
Holding
76
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.16M | |
| 3 | +$798K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$682K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$244K |
Top Sells
| 1 | +$4.04M | |
| 2 | +$2.05M | |
| 3 | +$477K | |
| 4 |
Walmart Inc
WMT
|
+$474K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$250K |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 4.66% |
| 3 | Healthcare | 0.55% |
| 4 | Communication Services | 0.51% |
| 5 | Consumer Discretionary | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Atlassian
TEAM
$18B
| – | – |
-1,142
|
|