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
$221M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$501K
3
+$472K
4
ESS icon
Essex Property Trust
ESS
+$352K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$2.13M
2
+$1.79M
3
+$495K
4
UNP icon
Union Pacific
UNP
+$370K
5
INTU icon
Intuit
INTU
+$365K

Sector Composition

1 Technology 22.95%
2 Financials 12.55%
3 Consumer Discretionary 10%
4 Healthcare 5.42%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.39%
36,617
-942
52
$630K 0.29%
15,450
-3,300
53
$608K 0.28%
8,280
54
$490K 0.22%
16,367
+271
55
$480K 0.22%
10,212
-1,746
56
$447K 0.2%
5,135
-1,070
57
$438K 0.2%
11,122
-368
58
$437K 0.2%
11,095
-230
59
$428K 0.19%
1,910
-380
60
$345K 0.16%
23,952
-848
61
$319K 0.14%
5,542
-1,603
62
$305K 0.14%
5,132
-190
63
$301K 0.14%
3,808
+88
64
$286K 0.13%
1,725
-328
65
$279K 0.13%
5,264
+272
66
$248K 0.11%
1,664
+6
67
$239K 0.11%
6,550
68
$238K 0.11%
7,298
-147
69
$236K 0.11%
705
-152
70
$234K 0.11%
+1,635
71
$224K 0.1%
3,185
+107
72
$214K 0.1%
2,705
+75
73
$205K 0.09%
+1,303
74
$204K 0.09%
3,945
75
$202K 0.09%
+3,000
1 2
3
4