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
$385M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$913K
3
+$623K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$547K
5
LMT icon
Lockheed Martin
LMT
+$538K

Top Sells

1
+$1.57M
2
+$994K
3
+$642K
4
DUK icon
Duke Energy
DUK
+$463K
5
AMZN icon
Amazon
AMZN
+$417K

Sector Composition

1 Technology 22.58%
2 Financials 9.4%
3 Consumer Discretionary 8.65%
4 Industrials 5.3%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 1.41%
20,260
-161
27
$5.42M 1.41%
21,510
-92
28
$5.25M 1.36%
37,782
-519
29
$5.22M 1.35%
44,618
-627
30
$5.11M 1.33%
13,201
-52
31
$5.07M 1.32%
14,391
-100
32
$4.93M 1.28%
259,998
+996
33
$4.92M 1.28%
280,263
-18,798
34
$4.78M 1.24%
13,444
+1,514
35
$4.51M 1.17%
15,167
-23
36
$4.17M 1.08%
24,020
-71
37
$4.15M 1.08%
22,700
-269
38
$3.98M 1.03%
41,917
+1,422
39
$3.92M 1.02%
17,194
-34
40
$3.79M 0.98%
22,700
-2,500
41
$3.74M 0.97%
89,132
+1,179
42
$3.57M 0.93%
69,935
-2,337
43
$3.27M 0.85%
12,816
+676
44
$3.13M 0.81%
19,900
-100
45
$2.86M 0.74%
106,683
+6,843
46
$2.84M 0.74%
18,333
-100
47
$2.69M 0.7%
17,380
-6,419
48
$2.53M 0.66%
8,461
+30
49
$2.33M 0.6%
4,127
+59
50
$2.16M 0.56%
69,171
+50,182
1
2
3 4 5