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
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.75M
3
+$3.48M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$750K
5
PAYX icon
Paychex
PAYX
+$630K

Top Sells

1
+$7.6M
2
+$2.56M
3
+$2.31M
4
WFC icon
Wells Fargo
WFC
+$1.84M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.54M

Sector Composition

1 Technology 22.63%
2 Financials 12.76%
3 Consumer Discretionary 9.6%
4 Healthcare 5.82%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,130
77
– –
-588,058
78
– –
-64,496
79
– –
-9,963
80
– –
-2,895
81
– –
-1,200
1 2 3
4