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
$214M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.95M
3
+$1.64M
4
INTU icon
Intuit
INTU
+$696K
5
MA icon
Mastercard
MA
+$360K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$475K
5
CTVA icon
Corteva
CTVA
+$467K

Sector Composition

1 Technology 20.19%
2 Financials 15.22%
3 Consumer Discretionary 8.52%
4 Industrials 7.39%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
62
77
– –
-16,691
78
– –
-43,426
79
– –
-17,301
80
– –
-3,565
81
– –
-7,389
82
– –
-35,723
83
– –
-2,030
1 2 3
4