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
$117M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.89M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$491K
5
VIAB
Viacom Inc. Class B
VIAB
+$393K

Top Sells

1
+$605K
2
+$423K
3
+$395K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$361K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$228K

Sector Composition

1 Technology 17.55%
2 Healthcare 13.78%
3 Financials 10.89%
4 Consumer Staples 10.12%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.48%
12,089
52
$498K 0.43%
7,142
-109
53
$493K 0.42%
8,466
-876
54
$471K 0.4%
12,111
-1,584
55
$444K 0.38%
1,450
-305
56
$428K 0.37%
14,580
57
$413K 0.35%
760
58
$393K 0.34%
8,093
-606
59
$370K 0.32%
13,642
+665
60
$364K 0.31%
6,028
-10
61
$316K 0.27%
6,848
-695
62
$302K 0.26%
23,472
+336
63
$267K 0.23%
4,443
+390
64
$266K 0.23%
32,892
+342
65
$238K 0.2%
20,210
66
$232K 0.2%
8,929
-1,557
67
$225K 0.19%
+1,436
68
$215K 0.18%
6,228
-1,054
69
$207K 0.18%
+2,840
70
$201K 0.17%
+2,794
71
$191K 0.16%
12,828
-1,101
72
– –
-5,410
73
– –
-1,924
74
– –
-7,175
75
$0 ﹤0.01%
21,000
1 2
3
4