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
$468M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.99M
3
+$655K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$426K
5
XOM icon
Exxon Mobil
XOM
+$367K

Top Sells

1
+$4.74M
2
+$4.55M
3
+$2.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67M
5
AMZN icon
Amazon
AMZN
+$2.28M

Sector Composition

1 Technology 20.45%
2 Financials 10.55%
3 Consumer Discretionary 7.58%
4 Industrials 4.62%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.54%
91,648
-3,712
52
$2.42M 0.52%
4,790
+649
53
$2.39M 0.51%
26,268
-10,652
54
$2.2M 0.47%
4,929
-234
55
$2.1M 0.45%
42,662
-769
56
$2.06M 0.44%
34,626
57
$1.99M 0.43%
11,402
-7,316
58
$1.99M 0.43%
+12,534
59
$1.98M 0.42%
4,132
+1
60
$1.92M 0.41%
14,059
+69
61
$1.84M 0.39%
10,041
-1,171
62
$1.59M 0.34%
31,433
-5,404
63
$1.52M 0.32%
7,790
-1,245
64
$1.24M 0.27%
13,267
-200
65
$1.15M 0.25%
6,804
-4,650
66
$1.09M 0.23%
2,185
-178
67
$1.08M 0.23%
2,130
+12
68
$984K 0.21%
3,942
-1
69
$946K 0.2%
38,037
-2,351
70
$936K 0.2%
4,295
-37
71
$907K 0.19%
6,249
-5,745
72
$821K 0.18%
3,826
-247
73
$821K 0.18%
1,534
74
$802K 0.17%
5,419
-9
75
$761K 0.16%
4,168
-32
1 2
3
4 5