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
$401M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.72M
3
+$1.11M
4
TMO icon
Thermo Fisher Scientific
TMO
+$960K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$850K

Top Sells

1
+$1.45M
2
+$606K
3
+$307K
4
AAPL icon
Apple
AAPL
+$244K
5
ESS icon
Essex Property Trust
ESS
+$182K

Sector Composition

1 Technology 22.61%
2 Financials 9.8%
3 Consumer Discretionary 7.53%
4 Industrials 5.04%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.57%
47,498
-2,910
52
$2.18M 0.54%
4,652
-16
53
$2.18M 0.54%
26,850
+208
54
$2.05M 0.51%
36,192
+30,428
55
$1.91M 0.48%
14,922
+64
56
$1.88M 0.47%
4,689
+151
57
$1.87M 0.47%
44,150
-780
58
$1.67M 0.42%
15,101
-132
59
$1.62M 0.4%
8,990
-20
60
$1.59M 0.4%
4,300
-55
61
$1.54M 0.38%
12,659
-69
62
$1.53M 0.38%
35,816
-1,000
63
$1.34M 0.33%
54,970
+4
64
$1.26M 0.31%
10,418
+90
65
$1.25M 0.31%
16,563
-1,309
66
$1.17M 0.29%
2,873
-43
67
$1.13M 0.28%
44,646
-2,545
68
$1.1M 0.27%
2,337
+200
69
$1.03M 0.26%
14,542
-359
70
$970K 0.24%
7,721
-70
71
$954K 0.24%
1,986
72
$926K 0.23%
4,658
-44
73
$833K 0.21%
15,989
+16
74
$800K 0.2%
4,838
+15
75
$796K 0.2%
3,926
-64
1 2
3
4 5