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
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.75M
3
+$3.48M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$750K
5
PAYX icon
Paychex
PAYX
+$630K

Top Sells

1
+$7.6M
2
+$2.56M
3
+$2.31M
4
WFC icon
Wells Fargo
WFC
+$1.84M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.54M

Sector Composition

1 Technology 22.63%
2 Financials 12.76%
3 Consumer Discretionary 9.6%
4 Healthcare 5.82%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$962K 0.45%
37,559
-71,686
52
$718K 0.33%
18,750
-300
53
$616K 0.29%
+11,958
54
$609K 0.28%
+16,096
55
$585K 0.27%
8,280
56
$542K 0.25%
6,205
-29,334
57
$528K 0.25%
11,325
+105
58
$466K 0.22%
2,290
-90
59
$440K 0.21%
+7,145
60
$417K 0.19%
11,490
+659
61
$315K 0.15%
+24,800
62
$293K 0.14%
5,322
-28
63
$277K 0.13%
+2,053
64
$264K 0.12%
+857
65
$263K 0.12%
+4,992
66
$250K 0.12%
3,255
-50
67
$236K 0.11%
3,945
68
$233K 0.11%
+7,445
69
$227K 0.11%
6,550
70
$222K 0.1%
+3,720
71
$210K 0.1%
+1,658
72
$210K 0.1%
+3,078
73
$207K 0.1%
+2,630
74
$201K 0.09%
+1,225
75
$8K ﹤0.01%
62
1 2
3
4