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
$175M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2M
3
+$1.27M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$758K
5
SCHW icon
Charles Schwab
SCHW
+$583K

Top Sells

1
+$2.21M
2
+$1.95M
3
+$1.15M
4
MA icon
Mastercard
MA
+$1.11M
5
V icon
Visa
V
+$763K

Sector Composition

1 Technology 20.13%
2 Financials 14.38%
3 Healthcare 13.15%
4 Consumer Discretionary 8.43%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-27,341
77
– –
-7,900
1 2 3
4