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
$135M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.39M
3
+$1.07M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$616K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Top Sells

1
+$2.14M
2
+$1.09M
3
+$683K
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$604K
5
DUK icon
Duke Energy
DUK
+$368K

Sector Composition

1 Technology 18.56%
2 Financials 14.26%
3 Healthcare 11.68%
4 Consumer Staples 9.4%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.91%
6,740
+140
27
$2.51M 1.86%
22,909
+1,382
28
$2.48M 1.83%
17,475
+195
29
$2.41M 1.78%
21,529
+829
30
$2.39M 1.77%
+151,590
31
$2.38M 1.76%
29,024
+961
32
$2.36M 1.74%
22,275
+858
33
$2.33M 1.72%
35,032
+2,553
34
$2.31M 1.7%
190,570
+50,870
35
$2.1M 1.55%
89,142
+20,302
36
$2M 1.48%
20,415
-190
37
$1.96M 1.44%
15,731
-54
38
$1.92M 1.42%
21,163
-944
39
$1.53M 1.13%
38,928
+4,221
40
$1.41M 1.04%
13,775
-196
41
$1.29M 0.96%
19,061
+106
42
$1.18M 0.87%
25,010
+915
43
$1.17M 0.86%
4,922
+156
44
$1.15M 0.85%
14,832
+271
45
$1.03M 0.76%
12,829
-140
46
$959K 0.71%
5,753
-140
47
$954K 0.7%
9,173
-121
48
$665K 0.49%
13,649
-389
49
$652K 0.48%
4,444
+28
50
$619K 0.46%
13,960
+480
1
2
3 4