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
$179M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.4M
3
+$2.27M
4
AMT icon
American Tower
AMT
+$1M
5
UNP icon
Union Pacific
UNP
+$746K

Top Sells

1
+$3.95M
2
+$767K
3
+$736K
4
MSFT icon
Microsoft
MSFT
+$509K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$291K

Sector Composition

1 Technology 21.02%
2 Financials 12.88%
3 Consumer Discretionary 8.43%
4 Healthcare 7.6%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$810K 0.45%
57,657
-159
52
$705K 0.39%
9,963
-1,097
53
$578K 0.32%
3,097
+18
54
$521K 0.29%
19,050
55
$481K 0.27%
8,280
56
$441K 0.25%
11,220
-328
57
$418K 0.23%
2,380
-185
58
$380K 0.21%
2,895
-70
59
$328K 0.18%
10,831
-1,029
60
$302K 0.17%
20,130
-4,281
61
$287K 0.16%
5,350
-220
62
$247K 0.14%
3,305
-140
63
$214K 0.12%
3,945
-738
64
$209K 0.12%
6,550
65
$24K 0.01%
1,200
66
$6K ﹤0.01%
62
67
– –
-671
68
– –
-8,129
69
– –
-1,644
70
– –
-3,000
71
– –
-11,435
72
– –
-742
73
– –
-2,100
74
– –
-41,892
75
– –
-19,070
1 2
3
4