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
$377M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$1.16M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$949K
5
ESS icon
Essex Property Trust
ESS
+$889K

Top Sells

1
+$3.9M
2
+$2.52M
3
+$1.14M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$684K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$546K

Sector Composition

1 Technology 20.83%
2 Financials 8.84%
3 Consumer Discretionary 7.45%
4 Industrials 5.41%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.32%
38,822
+133
27
$4.94M 1.31%
47,594
-1,147
28
$4.81M 1.28%
7,189
+145
29
$4.81M 1.28%
32,792
+39
30
$4.69M 1.25%
48,257
+2,119
31
$4.64M 1.23%
40,522
-847
32
$4.62M 1.23%
113,411
+4,538
33
$4.6M 1.22%
25,238
+278
34
$4.46M 1.19%
22,183
-102
35
$4.37M 1.16%
231,787
-36,239
36
$4.14M 1.1%
182,955
+27,234
37
$3.84M 1.02%
76,246
-49,994
38
$3.76M 1%
17,978
+4,249
39
$3.74M 0.99%
17,627
+1,269
40
$3.64M 0.97%
11,040
-184
41
$3.21M 0.85%
10,412
-430
42
$3.21M 0.85%
31,078
+7,252
43
$3.18M 0.84%
17,059
+20
44
$3.04M 0.81%
19,307
+15
45
$2.68M 0.71%
97,318
+34,827
46
$2.64M 0.7%
3,874
+45
47
$2.52M 0.67%
20,506
+126
48
$2.5M 0.66%
11,830
-670
49
$2.44M 0.65%
50,408
-11,267
50
$2.28M 0.61%
23,574
+685
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2
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