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
$354M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.6M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$268K
2
+$188K
3
+$158K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$102K
5
INTU icon
Intuit
INTU
+$93.3K

Sector Composition

1 Technology 20.73%
2 Financials 9.99%
3 Consumer Discretionary 8.37%
4 Industrials 4.83%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.55%
4,068
+651
52
$1.87M 0.53%
19,137
+612
53
$1.73M 0.49%
+64,387
54
$1.69M 0.48%
8,800
+20
55
$1.64M 0.46%
35,362
+95
56
$1.57M 0.44%
+6,769
57
$1.37M 0.39%
+6,250
58
$1.34M 0.38%
14,751
-50
59
$1.29M 0.37%
+49,659
60
$1.28M 0.36%
+50,407
61
$1.21M 0.34%
+3,073
62
$1.2M 0.34%
15,066
+36
63
$1.11M 0.32%
4,873
+100
64
$1.11M 0.31%
8,320
+80
65
$1.06M 0.3%
4,595
-18
66
$1.05M 0.3%
+7,540
67
$1.05M 0.3%
9,255
-45
68
$999K 0.28%
+38,011
69
$898K 0.25%
+43,350
70
$845K 0.24%
+4,992
71
$795K 0.22%
+3,958
72
$779K 0.22%
14,950
-947
73
$779K 0.22%
+11,060
74
$765K 0.22%
+1,590
75
$736K 0.21%
1,885
+10
1 2
3
4 5