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
$401M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.72M
3
+$1.11M
4
TMO icon
Thermo Fisher Scientific
TMO
+$960K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$850K

Top Sells

1
+$1.45M
2
+$606K
3
+$307K
4
AAPL icon
Apple
AAPL
+$244K
5
ESS icon
Essex Property Trust
ESS
+$182K

Sector Composition

1 Technology 22.61%
2 Financials 9.8%
3 Consumer Discretionary 7.53%
4 Industrials 5.04%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.45M 1.36%
12,417
+1,017
27
$5.23M 1.3%
38,831
-34
28
$4.97M 1.24%
7,198
+9
29
$4.89M 1.22%
6,753
+2,879
30
$4.86M 1.21%
112,608
-803
31
$4.79M 1.19%
49,025
+768
32
$4.66M 1.16%
13,676
+3,264
33
$4.66M 1.16%
25,134
-104
34
$4.59M 1.15%
41,056
+534
35
$4.57M 1.14%
38,431
-391
36
$4.54M 1.13%
22,209
+26
37
$4.4M 1.1%
185,745
+2,790
38
$4.14M 1.03%
225,316
-6,471
39
$4.03M 1.01%
17,202
-776
40
$3.99M 1%
30,624
-454
41
$3.67M 0.91%
10,882
-158
42
$3.55M 0.89%
17,359
+300
43
$3.39M 0.85%
14,956
-2,671
44
$2.96M 0.74%
20,476
-30
45
$2.93M 0.73%
19,242
-65
46
$2.63M 0.66%
100,035
+2,717
47
$2.59M 0.65%
11,762
-68
48
$2.49M 0.62%
4,776
+1,840
49
$2.44M 0.61%
24,450
+876
50
$2.37M 0.59%
47,289
-28,957
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