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
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.91M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$799K
5
BIIB icon
Biogen
BIIB
+$667K

Top Sells

1
+$2.13M
2
+$1.85M
3
+$1.55M
4
CVX icon
Chevron
CVX
+$1.51M
5
QCOM icon
Qualcomm
QCOM
+$490K

Sector Composition

1 Technology 19.74%
2 Healthcare 14.82%
3 Financials 10.38%
4 Consumer Staples 7.41%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.7%
23,020
+2,432
27
$1.98M 1.67%
25,303
+765
28
$1.97M 1.67%
172,180
+210
29
$1.95M 1.65%
24,349
+21,578
30
$1.94M 1.64%
20,739
+700
31
$1.91M 1.61%
5,521
-74
32
$1.88M 1.59%
70,300
+5,803
33
$1.82M 1.54%
27,098
+1,234
34
$1.79M 1.51%
29,112
+380
35
$1.43M 1.21%
12,345
+1,955
36
$1.14M 0.96%
5,487
-87
37
$1.08M 0.91%
21,950
38
$1.05M 0.89%
26,441
+3,941
39
$975K 0.82%
11,365
+2,975
40
$970K 0.82%
12,198
+111
41
$931K 0.79%
13,435
+2,345
42
$915K 0.77%
13,585
-241
43
$902K 0.76%
6,629
+40
44
$816K 0.69%
15,834
-550
45
$750K 0.63%
19,150
-3,180
46
$700K 0.59%
13,595
47
$679K 0.57%
8,699
-25
48
$667K 0.56%
+1,650
49
$624K 0.53%
22,742
-700
50
$587K 0.5%
12,089
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