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
$214M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.75M
3
+$3.48M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$750K
5
PAYX icon
Paychex
PAYX
+$630K

Top Sells

1
+$7.6M
2
+$2.56M
3
+$2.31M
4
WFC icon
Wells Fargo
WFC
+$1.84M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.54M

Sector Composition

1 Technology 22.63%
2 Financials 12.76%
3 Consumer Discretionary 9.6%
4 Healthcare 5.82%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.68%
26,160
+360
27
$3.54M 1.65%
40,749
-872
28
$3.53M 1.65%
47,971
+3,269
29
$3.49M 1.63%
11,508
-58
30
$3.35M 1.56%
36,674
+19
31
$3.34M 1.56%
25,265
-838
32
$3.3M 1.54%
106,243
-1,133
33
$3.18M 1.48%
25,201
-134
34
$3.02M 1.41%
16,387
-366
35
$3M 1.4%
88,767
+10,441
36
$2.94M 1.37%
41,948
+4,031
37
$2.62M 1.22%
90,226
+2,078
38
$2.53M 1.18%
11,040
-359
39
$2.49M 1.16%
19,503
+60
40
$2.48M 1.15%
14,096
41
$2.38M 1.11%
193,080
+31,692
42
$2.15M 1%
18,823
-165
43
$1.77M 0.83%
7,792
-305
44
$1.64M 0.76%
9,175
-70
45
$1.48M 0.69%
84,219
+26,562
46
$1.26M 0.59%
20,875
47
$1.25M 0.58%
11,610
-210
48
$1.17M 0.55%
9,230
49
$1.14M 0.53%
23,545
-855
50
$989K 0.46%
3,949
+852
1
2
3 4