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
$343M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$1.75M
3
+$1.42M
4
SPGI icon
S&P Global
SPGI
+$1.38M
5
DPZ icon
Domino's
DPZ
+$944K

Top Sells

1
+$1.61M
2
+$1.18M
3
+$316K
4
SHOP icon
Shopify
SHOP
+$316K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$302K

Sector Composition

1 Technology 18.91%
2 Financials 9.36%
3 Consumer Discretionary 7.33%
4 Industrials 6.06%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.47%
17,383
-50
52
$1.54M 0.45%
19,829
-3,892
53
$1.52M 0.44%
4,693
-66
54
$1.42M 0.41%
+2,616
55
$1.41M 0.41%
57,084
-2,703
56
$1.41M 0.41%
35,916
-1,095
57
$1.38M 0.4%
+4,085
58
$1.36M 0.4%
8,855
59
$1.22M 0.35%
48,649
+10
60
$1.2M 0.35%
14,604
61
$1.15M 0.34%
45,942
+11
62
$1.05M 0.31%
3,028
+2
63
$1.05M 0.3%
9,560
+700
64
$1.04M 0.3%
2,031
-20
65
$1M 0.29%
8,255
66
$1M 0.29%
14,711
+239
67
$950K 0.28%
5,395
-667
68
$845K 0.25%
6,528
-528
69
$820K 0.24%
2,925
+871
70
$810K 0.24%
2,102
71
$801K 0.23%
14,226
+3,435
72
$763K 0.22%
8,083
-3,351
73
$757K 0.22%
30,583
-936
74
$749K 0.22%
5,002
+13
75
$722K 0.21%
13,016
+2,044
1 2
3
4 5