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
$256M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.67M
3
+$1.27M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.27M
5
LLY icon
Eli Lilly
LLY
+$775K

Top Sells

1
+$4M
2
+$2.7M
3
+$279K
4
INTC icon
Intel
INTC
+$204K
5
AAPL icon
Apple
AAPL
+$117K

Sector Composition

1 Technology 23.06%
2 Financials 12.41%
3 Consumer Discretionary 8.86%
4 Healthcare 5.37%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.1%
6,550
77
$247K 0.1%
3,000
78
$230K 0.09%
2,710
+5
79
$226K 0.09%
1,283
-20
80
$224K 0.09%
1,395
-330
81
– –
-3,945
1 2 3
4