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
$165M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$2.42M
2 +$610K
3 +$465K
4
XOM icon
Exxon Mobil
XOM
+$445K
5
GILD icon
Gilead Sciences
GILD
+$333K

Sector Composition

1 Technology 19.12%
2 Financials 16.79%
3 Healthcare 12.21%
4 Communication Services 7.85%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.04M 1.84%
54,696
-1,100
27
$3.04M 1.84%
44,959
+1,029
28
$2.98M 1.8%
29,570
+1,078
29
$2.86M 1.73%
117,300
-955
30
$2.79M 1.69%
34,491
+3,917
31
$2.62M 1.59%
55,319
-388
32
$2.56M 1.55%
+50,163
33
$2.54M 1.54%
209,520
+30
34
$2.31M 1.4%
24,975
-6,584
35
$2M 1.21%
18,255
+4,890
36
$1.96M 1.19%
20,310
+40
37
$1.95M 1.18%
45,465
+1,569
38
$1.66M 1%
25,415
+520
39
$1.66M 1%
8,521
-195
40
$1.65M 1%
90,162
-2,145
41
$1.64M 0.99%
19,836
-5,377
42
$1.52M 0.92%
17,940
+1,000
43
$1.34M 0.81%
13,740
-235
44
$1.31M 0.79%
4,797
+210
45
$1.26M 0.76%
15,865
-35
46
$1.25M 0.76%
11,350
47
$1.18M 0.72%
14,928
-30,502
48
$1.16M 0.71%
14,017
-1,682
49
$1.15M 0.7%
27,341
+99
50
$1M 0.61%
21,660
+3,495