AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.29M
3 +$3.28M
4
INTU icon
Intuit
INTU
+$3.25M
5
DIS icon
Walt Disney
DIS
+$2.34M

Top Sells

1 +$3.33M
2 +$2.85M
3 +$2.7M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$2.68M
5
QCOM icon
Qualcomm
QCOM
+$1.84M

Sector Composition

1 Technology 18.36%
2 Financials 14.28%
3 Consumer Discretionary 10.13%
4 Healthcare 9.73%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,215
77
-5,898
78
-71,732
79
-7,672
80
-69,257