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
$295M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.98M
3
+$2.65M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.07M
5
LEN icon
Lennar Class A
LEN
+$577K

Top Sells

1
+$11.3M
2
+$3M
3
+$2.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.9M
5
DFS
Discover Financial Services
DFS
+$1.39M

Sector Composition

1 Technology 22.71%
2 Financials 11.8%
3 Consumer Discretionary 9.37%
4 Industrials 6.19%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.48%
14,801
+6,001
52
$1.15M 0.39%
4,773
53
$1.08M 0.37%
9,300
-230
54
$1.06M 0.36%
4,613
55
$1.03M 0.35%
8,240
56
$929K 0.31%
15,030
-420
57
$856K 0.29%
15,897
-575
58
$795K 0.27%
9,350
+20
59
$751K 0.25%
1,875
+10
60
$712K 0.24%
12,703
+7,445
61
$678K 0.23%
17,225
62
$665K 0.23%
1,924
63
$618K 0.21%
4,230
+40
64
$584K 0.2%
11,607
+1,780
65
$567K 0.19%
10,690
-125
66
$565K 0.19%
17,448
+1,084
67
$444K 0.15%
6,099
-1,544
68
$403K 0.14%
22,064
-584
69
$385K 0.13%
9,840
-76,697
70
$380K 0.13%
1,748
+4
71
$362K 0.12%
1,599
72
$323K 0.11%
1,107
73
$316K 0.11%
4,435
-559
74
$306K 0.1%
5,441
+5
75
$295K 0.1%
2,608
-67
1 2
3
4