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
$117M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.89M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$491K
5
VIAB
Viacom Inc. Class B
VIAB
+$393K

Top Sells

1
+$605K
2
+$423K
3
+$395K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$361K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$228K

Sector Composition

1 Technology 17.55%
2 Healthcare 13.78%
3 Financials 10.89%
4 Consumer Staples 10.12%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.77%
74,284
+7,726
27
$2.05M 1.76%
26,427
+43
28
$2.02M 1.73%
19,941
-413
29
$1.99M 1.71%
92,575
-28,153
30
$1.97M 1.69%
27,092
+53
31
$1.95M 1.67%
+37,138
32
$1.89M 1.62%
19,431
+35
33
$1.82M 1.56%
44,148
+9,554
34
$1.74M 1.49%
22,274
-534
35
$1.71M 1.47%
16,343
+50
36
$1.71M 1.46%
14,235
+1,160
37
$1.39M 1.19%
134,120
-34,840
38
$1.34M 1.15%
34,343
+1,105
39
$1.26M 1.08%
33,130
+380
40
$1.2M 1.03%
15,595
-1,385
41
$1.16M 1%
31,587
+9,621
42
$1.05M 0.9%
5,132
+239
43
$1.03M 0.88%
12,675
-17
44
$1.01M 0.87%
15,189
+1,422
45
$971K 0.83%
21,470
46
$798K 0.68%
6,045
-930
47
$790K 0.68%
14,409
48
$726K 0.62%
12,550
-795
49
$664K 0.57%
17,830
-4,355
50
$629K 0.54%
4,757
+76
1
2
3 4