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
$179M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.4M
3
+$2.27M
4
AMT icon
American Tower
AMT
+$1M
5
UNP icon
Union Pacific
UNP
+$746K

Top Sells

1
+$3.95M
2
+$767K
3
+$736K
4
MSFT icon
Microsoft
MSFT
+$509K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$291K

Sector Composition

1 Technology 21.02%
2 Financials 12.88%
3 Consumer Discretionary 8.43%
4 Healthcare 7.6%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.65%
44,702
-244
27
$2.93M 1.64%
35,539
+675
28
$2.85M 1.6%
41,621
+7,192
29
$2.77M 1.55%
16,753
-177
30
$2.77M 1.55%
37,917
+7,152
31
$2.68M 1.5%
33,557
+212
32
$2.63M 1.47%
78,326
-2,901
33
$2.61M 1.46%
41,414
-1,486
34
$2.52M 1.41%
25,800
+1,880
35
$2.51M 1.41%
+11,399
36
$2.48M 1.39%
36,655
+50
37
$2.4M 1.35%
+25,335
38
$2.28M 1.28%
88,148
-744
39
$2.06M 1.15%
14,096
-578
40
$1.74M 0.97%
19,443
41
$1.69M 0.95%
9,245
+945
42
$1.65M 0.92%
161,388
-9,732
43
$1.57M 0.88%
18,988
44
$1.54M 0.86%
64,496
-3,433
45
$1.35M 0.76%
8,097
46
$1.19M 0.67%
11,820
-100
47
$1M 0.56%
+4,600
48
$956K 0.54%
20,875
49
$922K 0.52%
9,230
50
$817K 0.46%
24,400
-385
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2
3 4