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
$376M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.2M
3
+$1.56M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$846K

Top Sells

1
+$2.38M
2
+$815K
3
+$692K
4
AAPL icon
Apple
AAPL
+$647K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$381K

Sector Composition

1 Technology 21.48%
2 Financials 9.48%
3 Consumer Discretionary 7.72%
4 Industrials 6.11%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.56%
17,734
-20,048
52
$1.94M 0.52%
23,721
-837
53
$1.79M 0.48%
37,011
+900
54
$1.63M 0.43%
8,855
55
$1.57M 0.42%
11,434
-5,946
56
$1.51M 0.4%
14,604
-600
57
$1.51M 0.4%
59,787
+148
58
$1.48M 0.39%
13,703
+323
59
$1.36M 0.36%
4,759
+36
60
$1.29M 0.34%
6,062
-25
61
$1.26M 0.33%
3,026
+25
62
$1.24M 0.33%
8,860
-80
63
$1.22M 0.32%
48,639
+6
64
$1.16M 0.31%
45,931
-78
65
$1.14M 0.3%
8,255
-800
66
$1.14M 0.3%
14,472
-642
67
$1.06M 0.28%
7,056
-34
68
$1.05M 0.28%
4,958
+1
69
$1.05M 0.28%
2,051
+42
70
$903K 0.24%
2,514
+249
71
$878K 0.23%
4,989
-21
72
$837K 0.22%
2,102
73
$827K 0.22%
3,968
+5
74
$791K 0.21%
31,519
-78
75
$780K 0.21%
1,590
1 2
3
4 5