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
$385M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$913K
3
+$623K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$547K
5
LMT icon
Lockheed Martin
LMT
+$538K

Top Sells

1
+$1.57M
2
+$994K
3
+$642K
4
DUK icon
Duke Energy
DUK
+$463K
5
AMZN icon
Amazon
AMZN
+$417K

Sector Composition

1 Technology 22.58%
2 Financials 9.4%
3 Consumer Discretionary 8.65%
4 Industrials 5.3%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.56%
24,558
+33
52
$2.13M 0.55%
6,344
+251
53
$1.95M 0.51%
19,237
+100
54
$1.73M 0.45%
36,111
+749
55
$1.7M 0.44%
15,114
+363
56
$1.67M 0.43%
8,855
+55
57
$1.58M 0.41%
59,639
-4,748
58
$1.53M 0.4%
13,380
+7,977
59
$1.41M 0.37%
15,204
+138
60
$1.38M 0.36%
6,087
-163
61
$1.31M 0.34%
3,001
-72
62
$1.3M 0.34%
4,723
+128
63
$1.29M 0.34%
8,940
+620
64
$1.22M 0.32%
48,633
-1,774
65
$1.18M 0.31%
46,009
-3,650
66
$1.15M 0.3%
4,957
+84
67
$1.07M 0.28%
7,090
-450
68
$1.05M 0.27%
9,055
-200
69
$1.01M 0.26%
2,009
+124
70
$896K 0.23%
5,010
+18
71
$876K 0.23%
3,963
+5
72
$867K 0.23%
2,102
+178
73
$864K 0.22%
10,998
-62
74
$847K 0.22%
9,093
-109
75
$837K 0.22%
15,089
+139
1 2
3
4 5