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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.94M
3
+$4.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.82M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$3.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.57%
2 Healthcare 8.81%
3 Financials 8.16%
4 Energy 7.19%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.21%
+9,181
77
$240K 0.21%
+2,063
78
$228K 0.2%
+17,240
79
$227K 0.2%
+6,400
80
$227K 0.2%
+12,745
81
$218K 0.19%
+2,600
82
$216K 0.19%
+6,145
83
$203K 0.17%
+4,006
84
$189K 0.16%
+20,000
85
$177K 0.15%
+13,906
86
$119K 0.1%
+13,700
87
$118K 0.1%
+25,100
1 2 3
4