Julian Rubinstein
@American Asset Management Inc.
Latest period2024 - Q4ReportedManaged Assets$98.357MTotal holdings22
Assets growth rate6.25%Assets growth rate (2-Q avg)8.05%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in American Asset Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 22 positions.
Assets under management
The assets under management (AUM) of American Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 98.357M in assets, with a quarterly growth rate of 6.25% and a 2-quarter average growth rate of 8.05%. The portfolio is managed by Julian Rubinstein, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 17.28% | $16.991M 28,991 shares@ $586.09 avg price | Decreased -60.16% |
JULWAim Etf Products Trust
| 5.75% | $5.647M 161,058 shares@ $35.07 avg price | Decreased -0.15% |
JUNWAim Etf Products Trust
| 5.7% | $5.599M 186,435 shares@ $30.03 avg price | Decreased -0.14% |
MAYWAim Etf Products Trust
| 4.94% | $4.857M 159,607 shares@ $30.43 avg price | Decreased -0.15% |
SEPWAim Etf Products Trust
| 4.33% | $4.251M 147,074 shares@ $28.91 avg price | Decreased -0.11% |
AUGWAim Etf Products Trust
| 3.76% | $3.69M 126,114 shares@ $29.27 avg price | Decreased -0.16% |
BRK.BBerkshire Hathaway Inc Del
| 0.48% | $464,612 1,025 shares@ $453.28 avg price | Decreased -0.29% |
TLTIshares Tr
| 0.21% | $206,448 2,364 shares@ $87.33 avg price | Decreased -98.85% |
REALThe Realreal Inc
| 0.17% | $163,950 15,000 shares@ $10.93 avg price | Decreased -85% |