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
$187M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.04M
3
+$911K
4
QCOM icon
Qualcomm
QCOM
+$661K
5
SLB icon
SLB Ltd
SLB
+$592K

Top Sells

1
+$2.66M
2
+$2.54M
3
+$762K
4
DD icon
DuPont de Nemours
DD
+$634K
5
UNP icon
Union Pacific
UNP
+$611K

Sector Composition

1 Technology 19.17%
2 Financials 15.2%
3 Consumer Discretionary 10.67%
4 Healthcare 9.34%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.72%
44,309
+1,832
27
$3.14M 1.68%
15,762
-1,584
28
$3.04M 1.62%
56,080
-100
29
$2.99M 1.6%
219,690
+3,930
30
$2.85M 1.52%
37,480
+8,690
31
$2.8M 1.5%
239,574
+4,560
32
$2.73M 1.46%
27,040
+1,220
33
$2.61M 1.4%
33,272
-40
34
$2.31M 1.23%
24,340
-100
35
$2.02M 1.08%
68,105
-642
36
$1.89M 1.01%
37,548
-140
37
$1.87M 1%
19,173
+160
38
$1.79M 0.95%
20,173
-91
39
$1.76M 0.94%
8,240
+1,050
40
$1.74M 0.93%
25,385
+870
41
$1.58M 0.84%
8,188
+115
42
$1.5M 0.8%
19,473
+500
43
$1.49M 0.79%
78,012
-240
44
$1.44M 0.77%
45,843
-20,175
45
$1.38M 0.74%
11,920
46
$1.3M 0.7%
36,422
+415
47
$1.1M 0.59%
11,885
-1,700
48
$1.09M 0.58%
9,485
-175
49
$1.06M 0.57%
12,160
+105
50
$1.04M 0.56%
+63,458
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2
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