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
$351M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$672K
3
+$532K
4
MSFT icon
Microsoft
MSFT
+$406K
5
V icon
Visa
V
+$385K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.22M
4
ESS icon
Essex Property Trust
ESS
+$370K
5
META icon
Meta Platforms (Facebook)
META
+$363K

Sector Composition

1 Technology 18.54%
2 Financials 10.65%
3 Consumer Discretionary 7.56%
4 Industrials 6.44%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 1.42%
7,044
+19
27
$4.78M 1.36%
41,369
+54
28
$4.68M 1.34%
268,026
-8,324
29
$4.67M 1.33%
46,138
+2,531
30
$4.61M 1.32%
22,285
+246
31
$4.51M 1.29%
24,960
+342
32
$4.41M 1.26%
45,080
-436
33
$4.39M 1.25%
32,753
-162
34
$4.3M 1.23%
48,741
+1,477
35
$4.25M 1.21%
38,689
-66
36
$4.23M 1.21%
108,873
+5,206
37
$4.03M 1.15%
16,358
+143
38
$3.89M 1.11%
11,224
-435
39
$3.41M 0.97%
155,721
+6,657
40
$3.35M 0.95%
10,842
+2,342
41
$2.95M 0.84%
61,675
-4,852
42
$2.91M 0.83%
13,729
-1,747
43
$2.89M 0.82%
19,292
+25
44
$2.69M 0.77%
17,039
-65
45
$2.55M 0.73%
12,500
-18
46
$2.33M 0.66%
26,651
-745
47
$2.17M 0.62%
22,889
+1,049
48
$2.09M 0.6%
3,829
+207
49
$2M 0.57%
23,826
+625
50
$1.98M 0.57%
20,380
+75
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