AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.94M
3
+$4.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.82M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$3.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.57%
2 Healthcare 8.81%
3 Financials 8.16%
4 Energy 7.19%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.56%
+14,468
27
$1.78M 1.53%
+17,582
28
$1.75M 1.51%
+18,822
29
$1.74M 1.5%
+32,955
30
$1.7M 1.47%
+31,546
31
$1.68M 1.45%
+23,380
32
$1.65M 1.42%
+30,190
33
$1.64M 1.42%
+56,572
34
$1.64M 1.42%
+46,556
35
$1.59M 1.37%
+28,298
36
$1.42M 1.22%
+20,077
37
$1.36M 1.18%
+29,329
38
$1.31M 1.13%
+11,036
39
$1.22M 1.05%
+13,783
40
$927K 0.8%
+33,204
41
$854K 0.74%
+4,601
42
$737K 0.64%
+11,832
43
$719K 0.62%
+16,382
44
$713K 0.61%
+8,991
45
$699K 0.6%
+11,305
46
$640K 0.55%
+29,255
47
$592K 0.51%
+6,565
48
$563K 0.49%
+6,834
49
$553K 0.48%
+16,732
50
$541K 0.47%
+25,445
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