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
$118M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.19M
3
+$659K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$354K
5
XOM icon
Exxon Mobil
XOM
+$329K

Top Sells

1
+$2.89M
2
+$760K
3
+$569K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$562K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$422K

Sector Composition

1 Technology 20.98%
2 Healthcare 12.05%
3 Financials 9.28%
4 Consumer Staples 7.62%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.55%
8,275
+100
52
$647K 0.55%
6,361
+50
53
$627K 0.53%
24,917
+765
54
$604K 0.51%
27,797
-248
55
$596K 0.5%
14,982
+2,685
56
$561K 0.48%
19,180
-150
57
$554K 0.47%
13,695
-1,000
58
$522K 0.44%
24,785
-125
59
$457K 0.39%
16,133
+3,782
60
$434K 0.37%
4,729
61
$390K 0.33%
8,485
62
$381K 0.32%
16,000
63
$352K 0.3%
16,900
-1,700
64
$336K 0.28%
4,465
65
$333K 0.28%
4,380
66
$329K 0.28%
4,660
67
$315K 0.27%
8,146
-1,494
68
$311K 0.26%
4,785
+180
69
$307K 0.26%
6,137
-276
70
$305K 0.26%
3,000
71
$295K 0.25%
7,700
72
$294K 0.25%
3,191
-104
73
$283K 0.24%
4,386
+200
74
$277K 0.23%
18,675
+10,000
75
$265K 0.22%
2,284
1 2
3
4