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
+$180K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.75M
3
+$1.33M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$788K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$706K

Top Sells

1
+$1.79M
2
+$1.04M
3
+$981K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$805K
5
SBUX icon
Starbucks
SBUX
+$598K

Sector Composition

1 Technology 19.41%
2 Financials 15.33%
3 Consumer Discretionary 10.23%
4 Healthcare 7.39%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.11%
2,030
-9,855
77
$193K 0.1%
3,565
-3,244
78
$175K 0.09%
11,435
79
$64K 0.03%
1,200
80
$4K ﹤0.01%
62
81
– –
-6,416
82
– –
-20,173
83
– –
-63,458
1 2 3
4