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
$221M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$501K
3
+$472K
4
ESS icon
Essex Property Trust
ESS
+$352K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$2.13M
2
+$1.79M
3
+$495K
4
UNP icon
Union Pacific
UNP
+$370K
5
INTU icon
Intuit
INTU
+$365K

Sector Composition

1 Technology 22.95%
2 Financials 12.55%
3 Consumer Discretionary 10%
4 Healthcare 5.42%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.69%
40,428
-1,356
27
$3.73M 1.69%
42,641
+1,058
28
$3.71M 1.68%
40,670
-79
29
$3.71M 1.68%
46,494
-3,241
30
$3.67M 1.66%
6,504
-575
31
$3.41M 1.55%
97,997
-8,246
32
$3.22M 1.46%
23,253
-2,012
33
$3.1M 1.4%
59,398
-34,310
34
$3.07M 1.39%
23,271
-1,930
35
$3.06M 1.39%
40,771
-1,177
36
$3.01M 1.36%
83,063
-5,704
37
$2.82M 1.28%
93,334
+3,108
38
$2.71M 1.23%
12,658
-1,438
39
$2.68M 1.21%
18,393
-1,110
40
$2.57M 1.16%
12,792
+1,752
41
$2.48M 1.13%
184,866
-8,214
42
$2.31M 1.05%
8,317
+4,368
43
$2.18M 0.99%
17,478
-1,345
44
$1.77M 0.8%
6,747
-1,045
45
$1.76M 0.8%
8,290
-885
46
$1.53M 0.7%
82,998
-1,221
47
$1.27M 0.58%
8,925
-305
48
$1.21M 0.55%
20,370
-505
49
$1.16M 0.53%
9,640
-1,970
50
$897K 0.41%
19,385
-4,160
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2
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