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
$135M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.39M
3
+$1.07M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$616K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Top Sells

1
+$2.14M
2
+$1.09M
3
+$683K
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$604K
5
DUK icon
Duke Energy
DUK
+$368K

Sector Composition

1 Technology 18.56%
2 Financials 14.26%
3 Healthcare 11.68%
4 Consumer Staples 9.4%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-15,652
1 2 3
4