AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.29M
3
+$3.28M
4
INTU icon
Intuit
INTU
+$3.25M
5
DIS icon
Walt Disney
DIS
+$2.34M

Top Sells

1
+$3.33M
2
+$2.85M
3
+$2.7M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$2.68M
5
QCOM icon
Qualcomm
QCOM
+$1.84M

Sector Composition

1 Technology 18.36%
2 Financials 14.28%
3 Consumer Discretionary 10.13%
4 Healthcare 9.73%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.48%
13,210
-41,554
52
$788K 0.44%
19,875
53
$781K 0.43%
19,290
-240
54
$762K 0.42%
+20,754
55
$664K 0.37%
+19,967
56
$628K 0.35%
11,630
-350
57
$617K 0.34%
3,216
+102
58
$495K 0.28%
8,440
-80
59
$471K 0.26%
27,030
-6,666
60
$439K 0.24%
5,432
-7,837
61
$384K 0.21%
1,351
-3,354
62
$358K 0.2%
1,268
-10,099
63
$329K 0.18%
6,922
64
$329K 0.18%
5,560
-155
65
$282K 0.16%
1,756
-4
66
$261K 0.15%
4,858
-10
67
$243K 0.14%
5,572
-15
68
$241K 0.13%
1,782
-49
69
$239K 0.13%
6,550
70
$230K 0.13%
+2,100
71
$225K 0.13%
2,456
72
$218K 0.12%
+571
73
$201K 0.11%
+575
74
$155K 0.09%
11,435
-222
75
$15K 0.01%
62
1 2
3
4