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
$141M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$262K
3
+$244K
4
MON
Monsanto Co
MON
+$202K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$166K

Top Sells

1
+$199K
2
+$174K
3
+$141K
4
MCD icon
McDonald's
MCD
+$116K
5
GE icon
GE Aerospace
GE
+$103K

Sector Composition

1 Technology 17.87%
2 Financials 14.79%
3 Healthcare 11.8%
4 Consumer Staples 8.96%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.87%
17,375
-100
27
$2.6M 1.85%
45,643
-502
28
$2.55M 1.81%
34,041
-991
29
$2.53M 1.8%
28,999
-908
30
$2.48M 1.77%
154,788
+3,198
31
$2.42M 1.72%
20,975
-554
32
$2.41M 1.71%
22,103
-172
33
$2.29M 1.63%
190,190
-380
34
$2.24M 1.59%
27,756
-1,268
35
$2.12M 1.51%
93,519
+4,377
36
$2.03M 1.44%
15,641
-90
37
$1.94M 1.38%
20,220
-195
38
$1.78M 1.27%
20,770
-393
39
$1.69M 1.21%
40,985
+2,057
40
$1.53M 1.09%
13,961
+4,788
41
$1.5M 1.07%
13,775
42
$1.31M 0.93%
18,545
-516
43
$1.23M 0.88%
5,052
+130
44
$1.21M 0.86%
15,520
+688
45
$1.2M 0.86%
24,675
-335
46
$974K 0.69%
5,753
47
$952K 0.68%
12,379
-450
48
$727K 0.52%
15,020
+1,060
49
$695K 0.49%
13,686
+37
50
$657K 0.47%
4,281
-163
1
2
3