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
$187M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.04M
3
+$911K
4
QCOM icon
Qualcomm
QCOM
+$661K
5
SLB icon
SLB Ltd
SLB
+$592K

Top Sells

1
+$2.66M
2
+$2.54M
3
+$762K
4
DD icon
DuPont de Nemours
DD
+$634K
5
UNP icon
Union Pacific
UNP
+$611K

Sector Composition

1 Technology 19.17%
2 Financials 15.2%
3 Consumer Discretionary 10.67%
4 Healthcare 9.34%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$154K 0.08%
11,435
77
$86K 0.05%
+1,200
78
$8K ﹤0.01%
62
79
– –
-117,397
80
– –
-20,754
81
– –
-1,756
82
– –
-2,456
83
– –
-5,432
1 2 3
4