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
$125M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.03M
3
+$301K
4
INTC icon
Intel
INTC
+$226K
5
SBUX icon
Starbucks
SBUX
+$212K

Top Sells

1
+$1.72M
2
+$955K
3
+$799K
4
MO icon
Altria Group
MO
+$488K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$309K

Sector Composition

1 Technology 17.98%
2 Healthcare 13.67%
3 Financials 13.27%
4 Consumer Staples 9.65%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.93%
24,791
-144
27
$2.38M 1.9%
35,783
-816
28
$2.31M 1.85%
21,280
+16
29
$2.3M 1.84%
24,801
+566
30
$2.27M 1.81%
+70,640
31
$2.24M 1.79%
17,430
+167
32
$2.2M 1.76%
22,540
-101
33
$2.06M 1.65%
23,073
-190
34
$1.92M 1.54%
150,080
+3,550
35
$1.71M 1.36%
72,651
-1,565
36
$1.6M 1.28%
15,270
-85
37
$1.59M 1.27%
20,895
+310
38
$1.58M 1.27%
20,020
-80
39
$1.54M 1.23%
32,416
-276
40
$1.34M 1.07%
35,764
-368
41
$1.07M 0.85%
4,908
-435
42
$1.06M 0.85%
14,750
-827
43
$1.04M 0.83%
13,410
+450
44
$1.02M 0.82%
16,096
-54
45
$993K 0.79%
14,149
46
$864K 0.69%
5,983
-50
47
$857K 0.68%
19,650
+125
48
$558K 0.45%
4,336
-25
49
$546K 0.44%
20,550
+300
50
$522K 0.42%
12,480
+360
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