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
$121M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$377K
3
+$367K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
AMZN icon
Amazon
AMZN
+$359K

Top Sells

1
+$726K
2
+$364K
3
+$335K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$287K
5
KHC icon
Kraft Heinz
KHC
+$264K

Sector Composition

1 Technology 17.47%
2 Healthcare 13.19%
3 Financials 11.27%
4 Consumer Staples 10.28%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.86%
22,667
+301
27
$2.23M 1.84%
37,845
+707
28
$2.05M 1.7%
17,958
+1,615
29
$2.03M 1.68%
31,308
+720
30
$1.87M 1.55%
61,485
-24
31
$1.87M 1.55%
20,309
+368
32
$1.86M 1.54%
23,731
-3,361
33
$1.81M 1.5%
22,697
+423
34
$1.77M 1.47%
42,874
-1,274
35
$1.66M 1.37%
76,972
-15,603
36
$1.58M 1.31%
20,310
+4,715
37
$1.53M 1.27%
15,325
+1,090
38
$1.4M 1.16%
33,962
+832
39
$1.37M 1.13%
33,808
-535
40
$1.32M 1.1%
110,240
-23,880
41
$1.22M 1.01%
33,894
+2,307
42
$1.15M 0.96%
5,582
+450
43
$1.11M 0.92%
12,740
+65
44
$1.07M 0.89%
15,549
+360
45
$929K 0.77%
21,270
-200
46
$865K 0.72%
6,098
+53
47
$812K 0.67%
14,149
-260
48
$641K 0.53%
18,940
+1,110
49
$635K 0.53%
4,760
+3
50
$566K 0.47%
12,299
+210
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