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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.94M
3
+$4.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.82M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$3.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.57%
2 Healthcare 8.81%
3 Financials 8.16%
4 Energy 7.19%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.46%
+23,917
52
$502K 0.43%
+19,966
53
$498K 0.43%
+16,795
54
$490K 0.42%
+11,360
55
$482K 0.42%
+13,630
56
$477K 0.41%
+23,370
57
$473K 0.41%
+12,561
58
$399K 0.34%
+6,190
59
$354K 0.31%
+9,225
60
$336K 0.29%
+6,840
61
$322K 0.28%
+3,691
62
$306K 0.26%
+4,270
63
$306K 0.26%
+4,360
64
$300K 0.26%
+3,295
65
$296K 0.26%
+16,000
66
$295K 0.25%
+7,700
67
$288K 0.25%
+5,280
68
$288K 0.25%
+4,900
69
$279K 0.24%
+11,200
70
$275K 0.24%
+3,152
71
$272K 0.23%
+10,633
72
$272K 0.23%
+3,000
73
$269K 0.23%
+4,870
74
$249K 0.21%
+6,600
75
$245K 0.21%
+3,666
1 2
3
4