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
$295M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.98M
3
+$2.65M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.07M
5
LEN icon
Lennar Class A
LEN
+$577K

Top Sells

1
+$11.3M
2
+$3M
3
+$2.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.9M
5
DFS
Discover Financial Services
DFS
+$1.39M

Sector Composition

1 Technology 22.71%
2 Financials 11.8%
3 Consumer Discretionary 9.37%
4 Industrials 6.19%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 1.61%
13,055
+8,191
27
$4.71M 1.59%
92,756
+21,009
28
$4.65M 1.58%
43,365
+359
29
$4.45M 1.51%
38,711
+48
30
$4.4M 1.49%
11,633
+254
31
$4.24M 1.44%
24,660
+80
32
$4.24M 1.43%
18,344
+43
33
$4.15M 1.41%
13,838
+115
34
$4.14M 1.4%
23,583
-5,101
35
$4.01M 1.36%
15,119
+1,944
36
$4M 1.35%
40,317
+612
37
$3.76M 1.27%
23,260
+557
38
$3.59M 1.22%
207,156
+25,974
39
$3.58M 1.21%
90,568
-4,130
40
$3.56M 1.21%
17,323
+45
41
$3.55M 1.2%
23,974
+260
42
$3.53M 1.2%
18,407
+40
43
$2.82M 0.96%
19,810
-80
44
$2.28M 0.77%
8,191
+200
45
$2.15M 0.73%
6,194
-190
46
$1.88M 0.64%
72,024
+1,569
47
$1.69M 0.57%
8,780
48
$1.61M 0.54%
18,525
-225
49
$1.6M 0.54%
35,267
50
$1.59M 0.54%
3,417
+76
1
2
3 4