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
$256M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.67M
3
+$1.27M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.27M
5
LLY icon
Eli Lilly
LLY
+$775K

Top Sells

1
+$4M
2
+$2.7M
3
+$279K
4
INTC icon
Intel
INTC
+$204K
5
AAPL icon
Apple
AAPL
+$117K

Sector Composition

1 Technology 23.06%
2 Financials 12.41%
3 Consumer Discretionary 8.86%
4 Healthcare 5.37%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.67%
+17,604
27
$4.08M 1.6%
10,838
-100
28
$4.02M 1.57%
11,321
+1,045
29
$3.98M 1.56%
18,551
-117
30
$3.97M 1.55%
24,360
31
$3.82M 1.49%
75,143
-898
32
$3.56M 1.39%
24,005
+752
33
$3.55M 1.39%
23,177
-94
34
$3.38M 1.32%
98,219
+4,885
35
$3.35M 1.31%
40,449
-322
36
$3.33M 1.3%
90,419
-7,578
37
$3.16M 1.24%
13,305
+647
38
$3.15M 1.23%
13,245
+453
39
$3.03M 1.19%
200,142
+15,276
40
$2.81M 1.1%
18,380
-13
41
$2.75M 1.08%
17,328
-150
42
$2.24M 0.88%
8,440
+123
43
$1.9M 0.74%
83,754
+756
44
$1.89M 0.74%
8,140
-150
45
$1.82M 0.71%
6,651
-96
46
$1.72M 0.67%
19,890
-480
47
$1.45M 0.57%
8,840
-85
48
$1.28M 0.5%
9,630
-10
49
$1.27M 0.5%
+3,321
50
$1.13M 0.44%
18,820
-565
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2
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