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
+$143K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$442K
3
+$407K
4
CVX icon
Chevron
CVX
+$203K
5
GLD icon
SPDR Gold Trust
GLD
+$202K

Top Sells

1
+$1.37M
2
+$344K
3
+$285K
4
PM icon
Philip Morris
PM
+$213K
5
BLK icon
Blackrock
BLK
+$143K

Sector Composition

1 Technology 16.16%
2 Healthcare 14.12%
3 Financials 11.27%
4 Consumer Staples 10.41%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.41%
6,326
+148
52
$488K 0.4%
7,071
-1,361
53
$471K 0.39%
11,795
+50
54
$450K 0.37%
32,559
+306
55
$434K 0.36%
12,120
+20
56
$414K 0.34%
20,250
+120
57
$407K 0.34%
+4,740
58
$390K 0.32%
46,968
+912
59
$364K 0.3%
1,505
+65
60
$353K 0.29%
6,317
-36
61
$339K 0.28%
11,817
-425
62
$324K 0.27%
17,298
-249
63
$291K 0.24%
3,838
+11
64
$274K 0.23%
785
+25
65
$232K 0.19%
6,584
+245
66
$217K 0.18%
20,210
67
$215K 0.18%
1,436
-8
68
$203K 0.17%
+1,932
69
$203K 0.17%
6,233
-1,928
70
$202K 0.17%
+1,601
71
– –
-4,767
72
– –
-33,808
73
– –
-21,000
1 2
3