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
$179M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.4M
3
+$2.27M
4
AMT icon
American Tower
AMT
+$1M
5
UNP icon
Union Pacific
UNP
+$746K

Top Sells

1
+$3.95M
2
+$767K
3
+$736K
4
MSFT icon
Microsoft
MSFT
+$509K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$291K

Sector Composition

1 Technology 21.02%
2 Financials 12.88%
3 Consumer Discretionary 8.43%
4 Healthcare 7.6%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,886
77
– –
-903
78
– –
-7,941
79
– –
-7,355
1 2 3
4