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
$118M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.19M
3
+$659K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$354K
5
XOM icon
Exxon Mobil
XOM
+$329K

Top Sells

1
+$2.89M
2
+$760K
3
+$569K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$562K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$422K

Sector Composition

1 Technology 20.98%
2 Healthcare 12.05%
3 Financials 9.28%
4 Consumer Staples 7.62%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.21%
15,060
77
$243K 0.21%
3,152
78
$239K 0.2%
2,614
79
$235K 0.2%
2,821
80
$228K 0.19%
14,170
+661
81
$210K 0.18%
+6,020
82
$209K 0.18%
6,400
83
$201K 0.17%
4,700
84
$187K 0.16%
15,000
-5,000
85
$159K 0.14%
12,951
-660
86
$149K 0.13%
+5,944
87
$75K 0.06%
3,124
-5,826
88
$66.8K 0.06%
25,100
89
– –
-4
90
– –
-5,084
91
– –
-3,248
92
– –
-3,918
1 2 3
4