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
$343M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$1.75M
3
+$1.42M
4
SPGI icon
S&P Global
SPGI
+$1.38M
5
DPZ icon
Domino's
DPZ
+$944K

Top Sells

1
+$1.61M
2
+$1.18M
3
+$316K
4
SHOP icon
Shopify
SHOP
+$316K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$302K

Sector Composition

1 Technology 18.91%
2 Financials 9.36%
3 Consumer Discretionary 7.33%
4 Industrials 6.06%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.42%
34,284
+1,585
27
$4.8M 1.4%
322,482
+57,483
28
$4.78M 1.39%
275,794
+3,346
29
$4.71M 1.37%
41,349
-305
30
$4.66M 1.36%
11,959
+2,423
31
$4.63M 1.35%
21,713
+281
32
$4.33M 1.26%
45,814
-619
33
$4.31M 1.26%
43,656
-65
34
$4.3M 1.25%
7,067
+225
35
$4.25M 1.24%
55,572
+1,657
36
$4M 1.16%
15,284
+426
37
$3.97M 1.16%
23,821
-87
38
$3.59M 1.04%
15,784
+324
39
$3.58M 1.04%
97,165
+9,333
40
$3.16M 0.92%
65,301
-3,848
41
$3.03M 0.88%
144,756
+32,847
42
$2.52M 0.74%
18,982
-300
43
$2.48M 0.72%
16,779
44
$2.48M 0.72%
12,590
-242
45
$2.38M 0.69%
22,401
+301
46
$2.28M 0.67%
8,366
-105
47
$1.98M 0.58%
27,699
-1,405
48
$1.96M 0.57%
21,201
+7,498
49
$1.9M 0.55%
69,931
-883
50
$1.83M 0.53%
20,145
+180
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2
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