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
$125M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.03M
3
+$301K
4
INTC icon
Intel
INTC
+$226K
5
SBUX icon
Starbucks
SBUX
+$212K

Top Sells

1
+$1.72M
2
+$955K
3
+$799K
4
MO icon
Altria Group
MO
+$488K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$309K

Sector Composition

1 Technology 17.98%
2 Healthcare 13.67%
3 Financials 13.27%
4 Consumer Staples 9.65%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.4%
6,372
+46
52
$479K 0.38%
1,530
+25
53
$477K 0.38%
11,831
-436
54
$466K 0.37%
11,795
55
$444K 0.35%
31,515
-1,044
56
$407K 0.33%
17,598
+300
57
$400K 0.32%
46,476
-492
58
$383K 0.31%
12,062
+245
59
$379K 0.3%
4,740
60
$345K 0.28%
6,642
+325
61
$342K 0.27%
3,847
+9
62
$316K 0.25%
785
63
$284K 0.23%
7,539
+955
64
$249K 0.2%
20,210
65
$226K 0.18%
+5,995
66
$212K 0.17%
2,058
+126
67
$212K 0.17%
+3,909
68
$200K 0.16%
1,588
-13
69
$192K 0.15%
6,252
+19
70
– –
-7,071
71
– –
-1,436
72
– –
-41,344
73
– –
-20,995
1 2
3