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
$221M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$501K
3
+$472K
4
ESS icon
Essex Property Trust
ESS
+$352K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$2.13M
2
+$1.79M
3
+$495K
4
UNP icon
Union Pacific
UNP
+$370K
5
INTU icon
Intuit
INTU
+$365K

Sector Composition

1 Technology 22.95%
2 Financials 12.55%
3 Consumer Discretionary 10%
4 Healthcare 5.42%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,255
77
– –
-1,225
78
– –
-62
1 2 3
4