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
$256M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.67M
3
+$1.27M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.27M
5
LLY icon
Eli Lilly
LLY
+$775K

Top Sells

1
+$4M
2
+$2.7M
3
+$279K
4
INTC icon
Intel
INTC
+$204K
5
AAPL icon
Apple
AAPL
+$117K

Sector Composition

1 Technology 23.06%
2 Financials 12.41%
3 Consumer Discretionary 8.86%
4 Healthcare 5.37%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.42%
35,267
-1,350
52
$915K 0.36%
15,450
53
$775K 0.3%
+4,588
54
$756K 0.3%
19,950
+3,583
55
$725K 0.28%
8,280
56
$704K 0.28%
9,365
-847
57
$543K 0.21%
7,362
+3,554
58
$536K 0.21%
1,868
-42
59
$492K 0.19%
11,005
-90
60
$483K 0.19%
+4,270
61
$475K 0.19%
10,805
-317
62
$409K 0.16%
1,740
+105
63
$407K 0.16%
7,672
-75,391
64
$387K 0.15%
5,407
-135
65
$381K 0.15%
4,031
-1,104
66
$363K 0.14%
22,624
-1,328
67
$344K 0.13%
5,468
+204
68
$324K 0.13%
3,522
+337
69
$297K 0.12%
5,057
-75
70
$293K 0.11%
+4,626
71
$288K 0.11%
7,128
-170
72
$280K 0.11%
1,539
-125
73
$280K 0.11%
5,578
-53,820
74
$264K 0.1%
+1,127
75
$254K 0.1%
680
-25
1 2
3
4