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
$444M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.25M
3
+$2.69M
4
MAR icon
Marriott International
MAR
+$2.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.01M

Top Sells

1
+$7.83M
2
+$4.01M
3
+$1.45M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$411K

Sector Composition

1 Technology 22.56%
2 Financials 10.61%
3 Consumer Discretionary 8.19%
4 Industrials 4.79%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.57%
10,738
-1,058
52
$2.47M 0.56%
88,237
-13,198
53
$2.33M 0.53%
47,030
+590
54
$2.28M 0.51%
15,476
+500
55
$2.22M 0.5%
45,090
+272
56
$2.17M 0.49%
4,929
+13
57
$2.1M 0.47%
+9,308
58
$1.88M 0.42%
37,470
-8,181
59
$1.84M 0.42%
12,765
+137
60
$1.73M 0.39%
15,366
+315
61
$1.7M 0.38%
34,626
-1,215
62
$1.69M 0.38%
4,129
-161
63
$1.6M 0.36%
11,330
+353
64
$1.56M 0.35%
9,145
+215
65
$1.28M 0.29%
51,609
-1,891
66
$1.18M 0.27%
7,736
-5
67
$1.17M 0.26%
2,387
+50
68
$1.12M 0.25%
2,121
+28
69
$1.08M 0.24%
13,892
-384
70
$1.05M 0.24%
2,410
-28
71
$935K 0.21%
4,385
-16
72
$859K 0.19%
3,938
+6
73
$851K 0.19%
4,731
-29
74
$778K 0.18%
1,534
-50
75
$778K 0.18%
13,914
-1,517
1 2
3
4 5