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
$187M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.04M
3
+$911K
4
QCOM icon
Qualcomm
QCOM
+$661K
5
SLB icon
SLB Ltd
SLB
+$592K

Top Sells

1
+$2.66M
2
+$2.54M
3
+$762K
4
DD icon
DuPont de Nemours
DD
+$634K
5
UNP icon
Union Pacific
UNP
+$611K

Sector Composition

1 Technology 19.17%
2 Financials 15.2%
3 Consumer Discretionary 10.67%
4 Healthcare 9.34%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.5%
20,875
+1,000
52
$911K 0.49%
+18,478
53
$813K 0.43%
20,461
+14,889
54
$808K 0.43%
11,965
-1,245
55
$702K 0.38%
20,310
+343
56
$655K 0.35%
19,290
57
$638K 0.34%
3,067
-149
58
$637K 0.34%
11,630
59
$557K 0.3%
+18,833
60
$466K 0.25%
26,361
-669
61
$451K 0.24%
8,340
-100
62
$398K 0.21%
+6,416
63
$358K 0.19%
1,222
-46
64
$354K 0.19%
1,202
-149
65
$319K 0.17%
6,809
-113
66
$318K 0.17%
5,570
+10
67
$281K 0.15%
+8,234
68
$241K 0.13%
6,550
69
$236K 0.13%
+8,129
70
$236K 0.13%
1,729
-53
71
$227K 0.12%
4,733
-125
72
$212K 0.11%
2,100
73
$208K 0.11%
571
74
$201K 0.11%
+7,941
75
$199K 0.11%
575
1 2
3
4