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
$121M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$377K
3
+$367K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
AMZN icon
Amazon
AMZN
+$359K

Top Sells

1
+$726K
2
+$364K
3
+$335K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$287K
5
KHC icon
Kraft Heinz
KHC
+$264K

Sector Composition

1 Technology 17.47%
2 Healthcare 13.19%
3 Financials 11.27%
4 Consumer Staples 10.28%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.45%
20,130
+5,550
52
$528K 0.44%
8,432
-34
53
$458K 0.38%
11,745
-366
54
$456K 0.38%
6,178
-964
55
$431K 0.36%
32,253
+8,781
56
$375K 0.31%
1,440
-10
57
$375K 0.31%
46,056
+13,164
58
$365K 0.3%
7,843
-250
59
$359K 0.3%
+12,100
60
$349K 0.29%
12,242
-1,400
61
$344K 0.28%
6,353
-495
62
$313K 0.26%
17,547
+4,719
63
$293K 0.24%
+3,827
64
$285K 0.24%
4,767
+324
65
$274K 0.23%
760
66
$241K 0.2%
8,161
-768
67
$235K 0.19%
1,444
+8
68
$227K 0.19%
20,210
69
$219K 0.18%
+6,339
70
– –
-6,228
71
– –
-6,028
72
– –
-2,794
73
– –
-12,550
74
– –
-2,840
75
$0 ﹤0.01%
21,000
1 2
3