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
$328M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$501K
3
+$438K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.43M
2
+$316K
3
+$263K
4
VZ icon
Verizon
VZ
+$262K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$232K

Sector Composition

1 Technology 19.61%
2 Financials 9.1%
3 Consumer Discretionary 7.4%
4 Industrials 5.89%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.42%
55,102
-470
27
$4.64M 1.41%
41,315
-34
28
$4.52M 1.38%
47,264
+144
29
$4.4M 1.34%
276,350
+556
30
$4.38M 1.34%
38,755
+230
31
$4.29M 1.31%
22,039
+326
32
$4.14M 1.26%
45,516
-298
33
$4.02M 1.23%
24,618
+797
34
$3.87M 1.18%
7,025
-42
35
$3.75M 1.14%
15,476
+192
36
$3.62M 1.1%
43,607
-49
37
$3.62M 1.1%
11,659
-300
38
$3.58M 1.09%
103,667
+6,502
39
$3.4M 1.04%
16,215
+431
40
$3.2M 0.98%
19,267
+285
41
$3.15M 0.96%
66,527
+1,226
42
$3.01M 0.92%
149,064
+4,308
43
$2.62M 0.8%
23,201
+800
44
$2.52M 0.77%
17,104
+325
45
$2.35M 0.72%
12,518
-72
46
$2.27M 0.69%
8,500
+134
47
$1.97M 0.6%
27,396
-303
48
$1.9M 0.58%
21,840
+639
49
$1.66M 0.51%
20,305
+160
50
$1.56M 0.48%
69,272
-659
1
2
3 4 5