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
+$180K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.75M
3
+$1.33M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$788K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$706K

Top Sells

1
+$1.79M
2
+$1.04M
3
+$981K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$805K
5
SBUX icon
Starbucks
SBUX
+$598K

Sector Composition

1 Technology 19.41%
2 Financials 15.33%
3 Consumer Discretionary 10.23%
4 Healthcare 7.39%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.73%
94,868
-3,800
27
$3.16M 1.69%
41,763
-2,546
28
$3.14M 1.67%
19,369
-1,260
29
$3.07M 1.64%
11,534
-893
30
$3.05M 1.63%
35,050
-2,054
31
$2.82M 1.5%
36,930
-550
32
$2.75M 1.47%
+86,159
33
$2.65M 1.41%
14,741
-1,021
34
$2.38M 1.27%
31,315
-1,957
35
$2.08M 1.11%
23,920
-420
36
$2.07M 1.11%
18,988
-185
37
$2.03M 1.08%
171,450
-68,124
38
$1.98M 1.05%
67,312
-793
39
$1.73M 0.93%
8,335
+95
40
$1.71M 0.91%
33,848
-3,700
41
$1.57M 0.84%
24,945
-440
42
$1.54M 0.82%
19,443
-30
43
$1.45M 0.78%
8,163
-25
44
$1.3M 0.7%
11,920
45
$1.3M 0.69%
43,426
-2,417
46
$1.23M 0.65%
35,723
-699
47
$1.22M 0.65%
9,410
-75
48
$1.11M 0.59%
58,986
-19,026
49
$1.04M 0.56%
20,875
50
$992K 0.53%
11,182
-978
1
2
3 4