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
$354M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.6M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$268K
2
+$188K
3
+$158K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$102K
5
INTU icon
Intuit
INTU
+$93.3K

Sector Composition

1 Technology 20.73%
2 Financials 9.99%
3 Consumer Discretionary 8.37%
4 Industrials 4.83%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 1.4%
38,476
+851
27
$4.92M 1.39%
20,421
+2,077
28
$4.79M 1.35%
42,568
-797
29
$4.77M 1.35%
13,253
+198
30
$4.68M 1.32%
38,301
-410
31
$4.63M 1.31%
14,491
+653
32
$4.49M 1.27%
259,002
+51,846
33
$4.23M 1.2%
21,602
+7
34
$4.14M 1.17%
25,200
+540
35
$4.12M 1.16%
11,930
+297
36
$4.03M 1.14%
23,799
+216
37
$3.84M 1.09%
40,495
+178
38
$3.83M 1.08%
22,969
-291
39
$3.73M 1.06%
+72,272
40
$3.63M 1.03%
15,190
+71
41
$3.62M 1.02%
24,091
+117
42
$3.43M 0.97%
87,953
-2,615
43
$3.37M 0.95%
17,228
-95
44
$3.04M 0.86%
18,433
+26
45
$2.87M 0.81%
+12,140
46
$2.58M 0.73%
20,000
+190
47
$2.55M 0.72%
99,840
+27,816
48
$2.3M 0.65%
8,431
+240
49
$2.19M 0.62%
+24,525
50
$2.07M 0.58%
6,093
-101
1
2
3 4 5