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
$295M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.98M
3
+$2.65M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.07M
5
LEN icon
Lennar Class A
LEN
+$577K

Top Sells

1
+$11.3M
2
+$3M
3
+$2.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.9M
5
DFS
Discover Financial Services
DFS
+$1.39M

Sector Composition

1 Technology 22.71%
2 Financials 11.8%
3 Consumer Discretionary 9.37%
4 Industrials 6.19%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.1%
+1,278
77
$276K 0.09%
5,840
+77
78
$271K 0.09%
1,395
79
$270K 0.09%
630
-50
80
$255K 0.09%
3,000
81
$238K 0.08%
5,779
-1
82
$232K 0.08%
856
+3
83
$231K 0.08%
2,271
-269
84
– –
-3,350
85
– –
-20,000
86
– –
-5,407
87
– –
-184,413
88
– –
-4,740
89
– –
-6,844
1 2 3
4