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
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.91M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$799K
5
BIIB icon
Biogen
BIIB
+$667K

Top Sells

1
+$2.13M
2
+$1.85M
3
+$1.55M
4
CVX icon
Chevron
CVX
+$1.51M
5
QCOM icon
Qualcomm
QCOM
+$490K

Sector Composition

1 Technology 19.74%
2 Healthcare 14.82%
3 Financials 10.38%
4 Consumer Staples 7.41%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.47%
6,511
+400
52
$546K 0.46%
9,180
+200
53
$528K 0.45%
4,748
+204
54
$506K 0.43%
13,192
+2,643
55
$453K 0.38%
9,254
+1,454
56
$434K 0.37%
5,770
+50
57
$430K 0.36%
14,760
58
$407K 0.34%
18,778
-6,035
59
$388K 0.33%
4,360
60
$353K 0.3%
4,040
61
$321K 0.27%
+630
62
$320K 0.27%
6,871
-113
63
$311K 0.26%
+5,202
64
$296K 0.25%
23,172
+2,004
65
$282K 0.24%
10,300
-5,000
66
$282K 0.24%
8,450
67
$279K 0.24%
6,930
68
$269K 0.23%
32,724
+468
69
$260K 0.22%
+2,278
70
$258K 0.22%
5,340
71
$253K 0.21%
2,645
72
$246K 0.21%
+5,035
73
$239K 0.2%
3,082
74
$218K 0.18%
1,944
75
$218K 0.18%
8,146
1 2
3
4