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
$328M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$501K
3
+$438K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.43M
2
+$316K
3
+$263K
4
VZ icon
Verizon
VZ
+$262K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$232K

Sector Composition

1 Technology 19.61%
2 Financials 9.1%
3 Consumer Discretionary 7.4%
4 Industrials 5.89%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.46%
4,698
+5
52
$1.5M 0.46%
+3,622
53
$1.48M 0.45%
17,373
-10
54
$1.44M 0.44%
35,816
-100
55
$1.43M 0.44%
19,455
-374
56
$1.39M 0.42%
57,638
+554
57
$1.39M 0.42%
8,950
+95
58
$1.33M 0.41%
2,619
+3
59
$1.26M 0.38%
50,264
+1,615
60
$1.25M 0.38%
4,100
+15
61
$1.22M 0.37%
14,874
+270
62
$1.18M 0.36%
47,156
+1,214
63
$1.17M 0.36%
4,376
+1,451
64
$1.03M 0.31%
2,031
65
$1.01M 0.31%
14,050
-661
66
$978K 0.3%
2,978
-50
67
$953K 0.29%
8,505
+250
68
$921K 0.28%
5,389
-6
69
$900K 0.27%
9,361
-199
70
$847K 0.26%
2,112
+10
71
$799K 0.24%
14,738
+512
72
$785K 0.24%
6,450
-78
73
$749K 0.23%
5,044
+71
74
$745K 0.23%
30,594
+11
75
$730K 0.22%
7,740
-343
1 2
3
4 5