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
$377M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$1.16M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$949K
5
ESS icon
Essex Property Trust
ESS
+$889K

Top Sells

1
+$3.9M
2
+$2.52M
3
+$1.14M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$684K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$546K

Sector Composition

1 Technology 20.83%
2 Financials 8.84%
3 Consumer Discretionary 7.45%
4 Industrials 5.41%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.59%
26,642
-9
52
$1.8M 0.48%
15,233
-25
53
$1.69M 0.45%
2,936
+166
54
$1.68M 0.45%
9,010
+60
55
$1.6M 0.43%
4,668
-50
56
$1.56M 0.42%
4,538
+159
57
$1.48M 0.39%
14,858
+24
58
$1.4M 0.37%
4,355
-155
59
$1.38M 0.37%
36,816
-2,566
60
$1.37M 0.36%
17,872
-1,457
61
$1.35M 0.36%
54,966
-1,222
62
$1.3M 0.34%
12,728
-115
63
$1.25M 0.33%
44,930
+3,440
64
$1.19M 0.32%
47,191
+14
65
$1.17M 0.31%
2,137
+25
66
$1.1M 0.29%
2,916
-64
67
$1.07M 0.29%
10,328
+301
68
$1.01M 0.27%
7,791
-64
69
$938K 0.25%
1,986
-70
70
$937K 0.25%
14,901
-364
71
$891K 0.24%
4,702
-339
72
$837K 0.22%
5,056
+11
73
$774K 0.21%
5,028
-317
74
$769K 0.2%
15,973
+1,123
75
$766K 0.2%
4,823
-176
1 2
3
4 5