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
$269M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.57M
3
+$797K
4
COST icon
Costco
COST
+$712K
5
UNH icon
UnitedHealth
UNH
+$694K

Top Sells

1
+$2.18M
2
+$1.19M
3
+$1.01M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$706K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$641K

Sector Composition

1 Technology 22.42%
2 Financials 12%
3 Consumer Discretionary 8.35%
4 Industrials 5.53%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.5%
18,750
-70
52
$1.23M 0.46%
3,341
+20
53
$1.07M 0.4%
9,530
-100
54
$945K 0.35%
4,773
+3,490
55
$862K 0.32%
8,800
+1,438
56
$862K 0.32%
4,613
+25
57
$852K 0.32%
8,240
-40
58
$829K 0.31%
15,450
59
$823K 0.31%
9,330
-35
60
$808K 0.3%
16,472
-3,478
61
$694K 0.26%
+1,865
62
$661K 0.25%
17,225
+10,675
63
$595K 0.22%
1,924
+56
64
$559K 0.21%
10,815
-190
65
$515K 0.19%
+16,364
66
$498K 0.19%
7,643
-29
67
$464K 0.17%
4,190
-80
68
$458K 0.17%
+4,740
69
$458K 0.17%
9,827
-978
70
$418K 0.16%
5,407
71
$404K 0.15%
1,744
+205
72
$367K 0.14%
22,648
+24
73
$356K 0.13%
1,599
-141
74
$348K 0.13%
4,994
-474
75
$306K 0.11%
5,258
+201
1 2
3
4