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
$141M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$262K
3
+$244K
4
MON
Monsanto Co
MON
+$202K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$166K

Top Sells

1
+$199K
2
+$174K
3
+$141K
4
MCD icon
McDonald's
MCD
+$116K
5
GE icon
GE Aerospace
GE
+$103K

Sector Composition

1 Technology 17.87%
2 Financials 14.79%
3 Healthcare 11.8%
4 Consumer Staples 8.96%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.4%
37,524
+7,167
52
$493K 0.35%
10,860
-60
53
$489K 0.35%
3,429
-232
54
$460K 0.33%
20,640
-120
55
$435K 0.31%
45,186
+756
56
$417K 0.3%
6,332
57
$417K 0.3%
10,223
+425
58
$368K 0.26%
750
-35
59
$361K 0.26%
1,330
-19
60
$359K 0.26%
18,753
61
$358K 0.25%
11,448
+80
62
$307K 0.22%
7,835
-175
63
$272K 0.19%
2,527
+8
64
$246K 0.18%
14,968
-842
65
$219K 0.16%
2,766
-65
66
$217K 0.15%
3,726
+78
67
$202K 0.14%
+1,705
68
$193K 0.14%
2,975
-157
69
$191K 0.14%
4,270
-709
70
$39K 0.03%
62
71
– –
-5,505
1 2
3