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
$165M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$3M
3
+$960K
4
NVS icon
Novartis
NVS
+$666K
5
PFE icon
Pfizer
PFE
+$483K

Top Sells

1
+$2.27M
2
+$867K
3
+$441K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
JPM icon
JPMorgan Chase
JPM
+$127K

Sector Composition

1 Technology 18.09%
2 Financials 16.29%
3 Healthcare 13.19%
4 Consumer Discretionary 8.08%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.44%
14,125
+2,710
52
$717K 0.43%
42,021
-477
53
$557K 0.34%
10,640
-220
54
$515K 0.31%
13,438
+2,140
55
$496K 0.3%
20,550
-90
56
$496K 0.3%
46,650
-36
57
$420K 0.25%
6,232
-85
58
$398K 0.24%
1,250
59
$329K 0.2%
6,215
+850
60
$306K 0.19%
1,978
-578
61
$302K 0.18%
1,917
-617
62
$302K 0.18%
5,258
+531
63
$283K 0.17%
2,420
+715
64
$276K 0.17%
7,250
-285
65
$266K 0.16%
14,374
-594
66
$253K 0.15%
3,499
+524
67
$247K 0.15%
+5,358
68
$229K 0.14%
2,766
69
$226K 0.14%
600
-150
70
$223K 0.14%
+2,400
71
$216K 0.13%
7,339
+82
72
$210K 0.13%
+3,627
73
$201K 0.12%
11,121
-6,654
74
$20K 0.01%
62
75
– –
-19,625
1 2
3