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
$269M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.57M
3
+$797K
4
COST icon
Costco
COST
+$712K
5
UNH icon
UnitedHealth
UNH
+$694K

Top Sells

1
+$2.18M
2
+$1.19M
3
+$1.01M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$706K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$641K

Sector Composition

1 Technology 22.42%
2 Financials 12%
3 Consumer Discretionary 8.35%
4 Industrials 5.53%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1.57%
43,006
-3,635
27
$4.21M 1.57%
11,379
+58
28
$4.18M 1.56%
38,663
-1,994
29
$4.1M 1.53%
18,301
-250
30
$3.8M 1.42%
24,580
+220
31
$3.73M 1.39%
13,723
+478
32
$3.64M 1.36%
71,747
-3,396
33
$3.59M 1.34%
94,698
-3,521
34
$3.54M 1.32%
13,175
-130
35
$3.52M 1.31%
39,705
-744
36
$3.48M 1.3%
17,278
-50
37
$3.48M 1.29%
22,703
-474
38
$3.37M 1.26%
18,367
-13
39
$3.35M 1.25%
23,714
-291
40
$3.13M 1.17%
86,537
-3,882
41
$2.9M 1.08%
181,182
-18,960
42
$2.66M 0.99%
19,890
43
$2.57M 0.96%
8,410
-30
44
$2.1M 0.78%
+6,844
45
$2.04M 0.76%
7,991
-149
46
$1.88M 0.7%
6,384
-267
47
$1.75M 0.65%
70,455
-13,299
48
$1.66M 0.62%
8,780
-60
49
$1.57M 0.59%
+4,864
50
$1.38M 0.51%
35,267
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