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
$135M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.39M
3
+$1.07M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$616K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Top Sells

1
+$2.14M
2
+$1.09M
3
+$683K
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$604K
5
DUK icon
Duke Energy
DUK
+$368K

Sector Composition

1 Technology 18.56%
2 Financials 14.26%
3 Healthcare 11.68%
4 Consumer Staples 9.4%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.38%
+3,661
52
$495K 0.37%
6,332
53
$453K 0.33%
10,920
-740
54
$451K 0.33%
30,357
-900
55
$417K 0.31%
44,430
-2,118
56
$408K 0.3%
18,753
-225
57
$390K 0.29%
20,760
58
$389K 0.29%
9,798
+1,742
59
$384K 0.28%
11,368
-275
60
$369K 0.27%
1,349
+14
61
$310K 0.23%
8,010
-85
62
$304K 0.22%
785
63
$245K 0.18%
15,810
-3,200
64
$243K 0.18%
4,979
-1,136
65
$234K 0.17%
2,519
-662
66
$219K 0.16%
+3,132
67
$213K 0.16%
3,648
+82
68
$210K 0.16%
+2,831
69
$199K 0.15%
5,505
-217
70
$47K 0.03%
+62
71
– –
-4,740
72
– –
-69,988
73
– –
-6,257
74
– –
-2,695
75
– –
-26,165
1 2
3
4