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
$175M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2M
3
+$1.27M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$758K
5
SCHW icon
Charles Schwab
SCHW
+$583K

Top Sells

1
+$2.21M
2
+$1.95M
3
+$1.15M
4
MA icon
Mastercard
MA
+$1.11M
5
V icon
Visa
V
+$763K

Sector Composition

1 Technology 20.13%
2 Financials 14.38%
3 Healthcare 13.15%
4 Consumer Discretionary 8.43%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 1.88%
18,147
-2,738
27
$3.14M 1.8%
+55,167
28
$3.05M 1.75%
62,016
+11,853
29
$3.03M 1.74%
55,838
+1,142
30
$2.82M 1.62%
118,711
+1,411
31
$2.78M 1.59%
34,100
-391
32
$2.59M 1.48%
29,562
-8
33
$2.45M 1.4%
213,030
+3,510
34
$2.29M 1.31%
23,419
-1,556
35
$2M 1.15%
+65,093
36
$1.99M 1.14%
19,820
+1,880
37
$1.85M 1.06%
20,385
+75
38
$1.77M 1.01%
25,415
39
$1.63M 0.93%
19,113
-723
40
$1.62M 0.93%
18,985
+730
41
$1.58M 0.9%
13,415
-325
42
$1.56M 0.89%
80,976
-9,186
43
$1.42M 0.81%
15,815
-50
44
$1.41M 0.81%
8,571
+50
45
$1.38M 0.79%
4,711
-86
46
$1.27M 0.73%
+36,416
47
$1.21M 0.69%
11,260
-90
48
$1.21M 0.69%
13,861
-156
49
$1.06M 0.61%
4,973
50
$1.06M 0.61%
10,768
+7,668
1
2
3 4