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
$214M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.95M
3
+$1.64M
4
INTU icon
Intuit
INTU
+$696K
5
MA icon
Mastercard
MA
+$360K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$475K
5
CTVA icon
Corteva
CTVA
+$467K

Sector Composition

1 Technology 20.19%
2 Financials 15.22%
3 Consumer Discretionary 8.52%
4 Industrials 7.39%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$767K 0.36%
19,070
-1,391
52
$734K 0.34%
19,050
53
$672K 0.31%
3,079
+11
54
$652K 0.3%
2,965
55
$649K 0.3%
2,565
-250
56
$554K 0.26%
11,548
57
$554K 0.26%
8,280
-60
58
$471K 0.22%
24,411
-621
59
$449K 0.21%
11,860
-139
60
$342K 0.16%
5,570
61
$291K 0.14%
903
-154
62
$286K 0.13%
8,129
-34
63
$280K 0.13%
4,683
64
$251K 0.12%
2,100
65
$247K 0.12%
+3,000
66
$246K 0.11%
6,550
67
$243K 0.11%
1,644
-93
68
$240K 0.11%
742
69
$234K 0.11%
7,941
70
$226K 0.11%
7,355
71
$224K 0.1%
3,445
-1,230
72
$219K 0.1%
671
73
$213K 0.1%
5,886
-131
74
$199K 0.09%
11,435
75
$57K 0.03%
1,200
1 2
3
4