AMM
American Money Management Portfolio holdings
AUM
$566M
1-Year Return
15.08%
This Quarter Return
+5.41%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$135M
AUM Growth
+$11.2M
(+9%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
32.4%
Holding
79
New
6
Increased
36
Reduced
25
Closed
6
Top Buys
| 1 |
Hilton Worldwide
HLT
|
$2.75M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$2.39M |
| 3 |
Yum! Brands
YUM
|
$1.07M |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
$616K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$510K |
Top Sells
| 1 |
Gaming and Leisure Properties
GLPI
|
$2.14M |
| 2 |
APC
Anadarko Petroleum
APC
|
$1.09M |
| 3 |
Yum China
YUMC
|
$683K |
| 4 |
SPDR S&P Bank ETF
KBE
|
$604K |
| 5 |
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% |