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
$376M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.2M
3
+$1.56M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$846K

Top Sells

1
+$2.38M
2
+$815K
3
+$692K
4
AAPL icon
Apple
AAPL
+$647K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$381K

Sector Composition

1 Technology 21.48%
2 Financials 9.48%
3 Consumer Discretionary 7.72%
4 Industrials 6.11%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 1.46%
22,192
+1,932
27
$5.24M 1.39%
104,133
-6,447
28
$5.23M 1.39%
6,842
+717
29
$5.13M 1.36%
14,858
+467
30
$5.12M 1.36%
46,433
-1,040
31
$5.09M 1.35%
32,699
+9,999
32
$5.06M 1.35%
272,448
-7,815
33
$4.91M 1.3%
53,915
+9,297
34
$4.76M 1.26%
264,999
+5,001
35
$4.41M 1.17%
15,460
+293
36
$4.11M 1.09%
43,721
+1,804
37
$4M 1.06%
23,908
-112
38
$3.88M 1.03%
9,536
+5,409
39
$3.67M 0.97%
87,832
-1,300
40
$3.6M 0.96%
22,100
-600
41
$3.41M 0.91%
69,149
-786
42
$3.1M 0.83%
16,779
-415
43
$3.05M 0.81%
12,832
+16
44
$2.99M 0.79%
8,471
+10
45
$2.83M 0.75%
111,909
+5,226
46
$2.67M 0.71%
19,282
+45
47
$2.63M 0.7%
19,965
+65
48
$2.32M 0.62%
17,433
-900
49
$2.25M 0.6%
70,814
+1,643
50
$2.23M 0.59%
29,104
+14,015
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