AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
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
+$9.73M
2
+$3.8M
3
+$1.57M
4
INTU icon
Intuit
INTU
+$695K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$352K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$476K
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
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-43,426
78
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-17,301
79
– –
-3,565
80
– –
-35,723
81
– –
-2,030
82
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-16,691
83
– –
-7,389
1 2 3
4