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
+$143K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$442K
3
+$407K
4
CVX icon
Chevron
CVX
+$203K
5
GLD icon
SPDR Gold Trust
GLD
+$202K

Top Sells

1
+$1.37M
2
+$344K
3
+$285K
4
PM icon
Philip Morris
PM
+$213K
5
BLK icon
Blackrock
BLK
+$143K

Sector Composition

1 Technology 16.16%
2 Healthcare 14.12%
3 Financials 11.27%
4 Consumer Staples 10.41%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.86%
21,264
-891
27
$2.24M 1.85%
25,405
+1,326
28
$2.18M 1.81%
36,599
-1,246
29
$2.06M 1.7%
23,263
-468
30
$1.98M 1.63%
22,641
-56
31
$1.97M 1.63%
17,263
-695
32
$1.89M 1.56%
146,530
+36,290
33
$1.88M 1.55%
61,590
+105
34
$1.83M 1.52%
74,216
-2,756
35
$1.72M 1.42%
41,344
-1,530
36
$1.68M 1.39%
20,100
-209
37
$1.51M 1.25%
15,355
+30
38
$1.48M 1.22%
32,692
-1,270
39
$1.3M 1.08%
20,585
+275
40
$1.28M 1.06%
36,132
+2,238
41
$1.13M 0.93%
5,343
-239
42
$1.11M 0.92%
15,577
+28
43
$1.03M 0.85%
12,960
+220
44
$955K 0.79%
20,995
-275
45
$886K 0.73%
14,149
46
$874K 0.72%
6,033
-65
47
$860K 0.71%
16,150
+8,307
48
$733K 0.61%
19,525
+585
49
$557K 0.46%
4,361
-399
50
$538K 0.45%
12,267
-32
1
2
3