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
+$180K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.75M
3
+$1.33M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$788K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$706K

Top Sells

1
+$1.79M
2
+$1.04M
3
+$981K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$805K
5
SBUX icon
Starbucks
SBUX
+$598K

Sector Composition

1 Technology 19.41%
2 Financials 15.33%
3 Consumer Discretionary 10.23%
4 Healthcare 7.39%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.44%
17,301
-1,177
52
$712K 0.38%
3,068
+1
53
$706K 0.38%
2,815
+2,240
54
$699K 0.37%
20,461
55
$647K 0.35%
19,050
-240
56
$582K 0.31%
+2,965
57
$571K 0.3%
11,548
-82
58
$508K 0.27%
8,340
59
$467K 0.25%
16,691
-2,142
60
$457K 0.24%
25,032
-1,329
61
$418K 0.22%
11,999
-8,311
62
$336K 0.18%
5,570
63
$329K 0.18%
+7,389
64
$314K 0.17%
1,057
-165
65
$296K 0.16%
4,675
-7,290
66
$255K 0.14%
671
+100
67
$246K 0.13%
6,550
68
$241K 0.13%
4,683
-50
69
$238K 0.13%
8,163
+34
70
$231K 0.12%
2,100
71
$227K 0.12%
7,941
72
$222K 0.12%
742
-460
73
$219K 0.12%
1,737
+8
74
$206K 0.11%
+7,355
75
$204K 0.11%
6,017
-2,217
1 2
3
4