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
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.56M
3
+$1.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M

Top Sells

1
+$1.7M
2
+$571K
3
+$463K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$364K
5
SWKS icon
Skyworks Solutions
SWKS
+$319K

Sector Composition

1 Technology 21.69%
2 Financials 11.27%
3 Consumer Discretionary 8.78%
4 Healthcare 4.52%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 1.33%
25,843
+2,772
27
$6.21M 1.3%
36,679
-758
28
$6.19M 1.29%
7,425
+63
29
$6.19M 1.29%
12,449
+113
30
$6.07M 1.27%
83,874
+3,140
31
$6.05M 1.26%
222,960
-6,333
32
$5.99M 1.25%
21,253
+240
33
$5.89M 1.23%
53,265
+2,102
34
$5.81M 1.21%
32,199
-110
35
$5.44M 1.14%
34,399
+366
36
$5.21M 1.09%
42,393
+342
37
$5.13M 1.07%
56,138
+219
38
$5.01M 1.04%
19,840
+10,532
39
$4.88M 1.02%
11,616
-376
40
$4.86M 1.01%
53,059
+4,507
41
$4.6M 0.96%
26,306
+877
42
$4.55M 0.95%
23,018
+201
43
$4.27M 0.89%
47,220
+190
44
$4.23M 0.88%
17,087
-600
45
$4.09M 0.85%
19,816
-105
46
$3.76M 0.78%
75,020
-7,275
47
$3.7M 0.77%
4,750
-3
48
$3.49M 0.73%
36,920
-1,176
49
$3.09M 0.64%
5,313
+188
50
$3.02M 0.63%
18,718
-425
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