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
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.56M
3
+$687K
4
NXPI icon
NXP Semiconductors
NXPI
+$534K
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$432K

Top Sells

1
+$2.42M
2
+$610K
3
+$465K
4
XOM icon
Exxon Mobil
XOM
+$445K
5
GILD icon
Gilead Sciences
GILD
+$333K

Sector Composition

1 Technology 19.12%
2 Financials 16.79%
3 Healthcare 12.21%
4 Communication Services 7.85%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$928K 0.56%
4,973
-285
52
$782K 0.47%
4,007
-105
53
$678K 0.41%
19,800
54
$670K 0.41%
13,192
+93
55
$571K 0.35%
34,749
-6,432
56
$522K 0.32%
12,140
-1,200
57
$461K 0.28%
8,260
-880
58
$450K 0.27%
41,544
-1,962
59
$398K 0.24%
5,942
+125
60
$353K 0.21%
1,215
61
$309K 0.19%
+3,100
62
$285K 0.17%
5,655
-736
63
$282K 0.17%
1,791
-115
64
$268K 0.16%
3,524
+50
65
$261K 0.16%
1,927
+5
66
$252K 0.15%
5,068
-165
67
$230K 0.14%
2,756
-10
68
$229K 0.14%
2,400
69
$227K 0.14%
12,221
70
$210K 0.13%
7,900
+793
71
$207K 0.13%
600
72
$21K 0.01%
62
73
– –
-5,358
74
– –
-7,895
75
– –
-2,420
1 2
3