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
$351M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$672K
3
+$532K
4
MSFT icon
Microsoft
MSFT
+$406K
5
V icon
Visa
V
+$385K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.22M
4
ESS icon
Essex Property Trust
ESS
+$370K
5
META icon
Meta Platforms (Facebook)
META
+$363K

Sector Composition

1 Technology 18.54%
2 Financials 10.65%
3 Consumer Discretionary 7.56%
4 Industrials 6.44%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.49%
4,718
+20
52
$1.7M 0.48%
62,491
-6,781
53
$1.63M 0.46%
39,382
+3,566
54
$1.53M 0.44%
2,770
+151
55
$1.48M 0.42%
8,950
56
$1.47M 0.42%
4,379
+279
57
$1.44M 0.41%
19,329
-126
58
$1.39M 0.4%
15,258
-2,115
59
$1.37M 0.39%
56,188
-1,450
60
$1.2M 0.34%
4,510
+134
61
$1.18M 0.34%
47,177
+21
62
$1.13M 0.32%
12,843
-1,207
63
$1.09M 0.31%
2,056
+25
64
$1.05M 0.3%
2,980
+2
65
$1.03M 0.3%
14,834
-40
66
$991K 0.28%
7,855
-650
67
$991K 0.28%
2,112
68
$925K 0.26%
5,041
-348
69
$890K 0.25%
10,027
+666
70
$841K 0.24%
15,265
+527
71
$834K 0.24%
6,167
-283
72
$812K 0.23%
5,345
+1,390
73
$794K 0.23%
4,999
-21
74
$752K 0.21%
5,045
+1
75
$720K 0.21%
13,206
-28
1 2
3
4 5