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
$444M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.25M
3
+$2.69M
4
MAR icon
Marriott International
MAR
+$2.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.01M

Top Sells

1
+$7.83M
2
+$4.01M
3
+$1.45M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$411K

Sector Composition

1 Technology 22.56%
2 Financials 10.61%
3 Consumer Discretionary 8.19%
4 Industrials 4.79%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 1.33%
12,639
+134
27
$5.76M 1.3%
229,293
+34,161
28
$5.67M 1.28%
23,071
+256
29
$5.55M 1.25%
80,734
+2,244
30
$5.54M 1.25%
51,163
+24,849
31
$5.41M 1.22%
37,437
-898
32
$5.38M 1.21%
7,104
+149
33
$5.37M 1.21%
55,919
+489
34
$5.33M 1.2%
34,033
-71
35
$5.09M 1.15%
12,336
+282
36
$5.01M 1.13%
42,051
+464
37
$4.93M 1.11%
22,817
+159
38
$4.91M 1.11%
32,309
+1,045
39
$4.57M 1.03%
48,552
-396
40
$4.32M 0.97%
25,429
+218
41
$4.28M 0.96%
11,992
-635
42
$4.06M 0.92%
17,687
+300
43
$3.84M 0.86%
82,295
-31,124
44
$3.27M 0.74%
19,143
-160
45
$3.23M 0.73%
19,921
-540
46
$3.19M 0.72%
38,096
+1,143
47
$2.77M 0.62%
4,753
+107
48
$2.72M 0.61%
5,125
+159
49
$2.65M 0.6%
13,780
+10,447
50
$2.59M 0.58%
11,119
-474
1
2
3 4 5