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
$468M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.99M
3
+$655K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$426K
5
XOM icon
Exxon Mobil
XOM
+$367K

Top Sells

1
+$4.74M
2
+$4.55M
3
+$2.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67M
5
AMZN icon
Amazon
AMZN
+$2.28M

Sector Composition

1 Technology 20.45%
2 Financials 10.55%
3 Consumer Discretionary 7.58%
4 Industrials 4.62%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.29%
81,794
-2,080
27
$6.02M 1.28%
231,951
+8,991
28
$5.8M 1.24%
25,633
-210
29
$5.77M 1.23%
7,324
-101
30
$5.72M 1.22%
31,403
-14,670
31
$5.64M 1.2%
12,946
-432
32
$5.61M 1.2%
52,631
-634
33
$5.48M 1.17%
27,509
-9,170
34
$5.43M 1.16%
21,315
+62
35
$5.23M 1.12%
51,650
-1,409
36
$5.05M 1.08%
42,628
+235
37
$5.01M 1.07%
34,300
-99
38
$4.73M 1.01%
19,572
-268
39
$4.35M 0.93%
26,368
+62
40
$4.31M 0.92%
4,757
+7
41
$4.17M 0.89%
53,572
-2,566
42
$3.94M 0.84%
20,404
-11,795
43
$3.92M 0.84%
9,637
-1,979
44
$3.66M 0.78%
75,040
+20
45
$3.17M 0.68%
14,018
+273
46
$3.07M 0.66%
24,876
-22,344
47
$2.97M 0.64%
5,379
+66
48
$2.74M 0.59%
10,187
-6,900
49
$2.64M 0.56%
10,892
-32
50
$2.54M 0.54%
10,753
-9,063
1
2
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