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
$118M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.19M
3
+$659K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$354K
5
XOM icon
Exxon Mobil
XOM
+$329K

Top Sells

1
+$2.89M
2
+$760K
3
+$569K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$562K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$422K

Sector Composition

1 Technology 20.98%
2 Healthcare 12.05%
3 Financials 9.28%
4 Consumer Staples 7.62%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.58%
19,650
+1,815
27
$1.81M 1.54%
64,612
+205
28
$1.8M 1.53%
16,955
+11,212
29
$1.77M 1.5%
29,624
-3,101
30
$1.71M 1.45%
26,716
-3,625
31
$1.7M 1.44%
14,254
-88
32
$1.68M 1.43%
54,422
+3,654
33
$1.62M 1.37%
21,125
-2,615
34
$1.46M 1.24%
+82,692
35
$1.35M 1.15%
25,388
+528
36
$1.31M 1.11%
9,450
-190
37
$1.29M 1.09%
17,456
+668
38
$1.23M 1.04%
42,095
+4,612
39
$1.07M 0.91%
24,575
-1,000
40
$967K 0.82%
10,669
-1,500
41
$958K 0.81%
24,245
-3,925
42
$930K 0.79%
4,693
+83
43
$919K 0.78%
9,057
-15
44
$904K 0.77%
13,608
+485
45
$896K 0.76%
11,200
46
$836K 0.71%
12,070
+35
47
$790K 0.67%
11,580
48
$781K 0.66%
16,384
49
$708K 0.6%
82,692
50
$654K 0.55%
6,904
+684
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