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
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.91M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$799K
5
BIIB icon
Biogen
BIIB
+$667K

Top Sells

1
+$2.13M
2
+$1.85M
3
+$1.55M
4
CVX icon
Chevron
CVX
+$1.51M
5
QCOM icon
Qualcomm
QCOM
+$490K

Sector Composition

1 Technology 19.74%
2 Healthcare 14.82%
3 Financials 10.38%
4 Consumer Staples 7.41%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.18%
15,000
77
$216K 0.18%
+48,050
78
$215K 0.18%
+2,889
79
$210K 0.18%
6,892
+277
80
$200K 0.17%
+2,956
81
$197K 0.17%
20,210
82
$196K 0.17%
14,379
+363
83
$173K 0.15%
2,930
-36,117
84
$130K 0.11%
11,141
85
$6.63K 0.01%
+10,000
86
– –
-14,374
87
– –
-4,694
88
– –
-12,351
89
– –
-28,288
1 2 3
4