AAM
Austin Asset Management Portfolio holdings
AUM
$513M
This Quarter Return
-5.67%
1 Year Return
+13.38%
3 Year Return
+70.11%
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(-0.79%)
Cap. Flow
+$2.72M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
87.25%
Holding
60
New
5
Increased
22
Reduced
12
Closed
7
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$453K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$362K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$342K |
| 4 |
Procter & Gamble
PG
|
$277K |
| 5 |
Visa
V
|
$267K |
Sector Composition
| 1 | Financials | 10.81% |
| 2 | Technology | 1.73% |
| 3 | Industrials | 1.55% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Healthcare | 0.48% |
