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
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.56M
3
+$1.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M

Top Sells

1
+$1.7M
2
+$571K
3
+$463K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$364K
5
SWKS icon
Skyworks Solutions
SWKS
+$319K

Sector Composition

1 Technology 21.69%
2 Financials 11.27%
3 Consumer Discretionary 8.78%
4 Healthcare 4.52%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.6%
13,745
-35
52
$2.73M 0.57%
10,924
-195
53
$2.67M 0.56%
95,360
+7,123
54
$2.2M 0.46%
5,163
+234
55
$2.14M 0.45%
43,431
-1,659
56
$2.01M 0.42%
4,141
+3,297
57
$2.01M 0.42%
34,626
58
$2M 0.42%
11,994
-771
59
$1.92M 0.4%
+13,990
60
$1.86M 0.39%
36,837
-633
61
$1.83M 0.38%
4,131
+2
62
$1.71M 0.36%
11,212
-118
63
$1.63M 0.34%
11,454
-4,022
64
$1.57M 0.33%
9,035
-110
65
$1.35M 0.28%
12,424
-2,942
66
$1.28M 0.27%
2,452
+65
67
$1.23M 0.26%
7,486
-250
68
$1.17M 0.24%
13,467
-425
69
$1.14M 0.24%
2,363
-47
70
$1.05M 0.22%
2,118
-3
71
$1.04M 0.22%
4,073
-6,665
72
$1M 0.21%
40,388
-11,221
73
$990K 0.21%
4,332
-53
74
$962K 0.2%
5,428
-9
75
$945K 0.2%
3,943
+5
1 2
3
4 5