AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.29M
3
+$3.28M
4
INTU icon
Intuit
INTU
+$3.25M
5
DIS icon
Walt Disney
DIS
+$2.34M

Top Sells

1
+$3.33M
2
+$2.85M
3
+$2.7M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$2.68M
5
QCOM icon
Qualcomm
QCOM
+$1.84M

Sector Composition

1 Technology 18.36%
2 Financials 14.28%
3 Consumer Discretionary 10.13%
4 Healthcare 9.73%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.81%
+12,427
27
$3.25M 1.81%
75,955
+10,508
28
$3.24M 1.8%
17,346
-303
29
$2.97M 1.65%
27,623
+5
30
$2.94M 1.64%
33,312
-204
31
$2.69M 1.49%
215,760
-1,140
32
$2.66M 1.48%
117,397
+9,197
33
$2.65M 1.47%
235,014
+198,012
34
$2.57M 1.43%
25,820
+3,021
35
$2.18M 1.21%
24,440
+2,620
36
$2.01M 1.12%
68,747
+6,140
37
$1.9M 1.05%
37,688
-2,339
38
$1.7M 0.95%
20,264
-364
39
$1.68M 0.93%
19,013
+380
40
$1.68M 0.93%
24,515
+325
41
$1.64M 0.91%
28,790
-32,218
42
$1.56M 0.87%
18,973
-75
43
$1.51M 0.84%
11,920
-420
44
$1.45M 0.8%
78,252
-1,005
45
$1.44M 0.8%
7,190
+452
46
$1.35M 0.75%
8,073
-63
47
$1.29M 0.72%
36,007
-1,101
48
$1.28M 0.71%
13,585
-35
49
$1.03M 0.57%
12,055
-1,791
50
$1.02M 0.57%
9,660
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