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
$354M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.6M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$268K
2
+$188K
3
+$158K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$102K
5
INTU icon
Intuit
INTU
+$93.3K

Sector Composition

1 Technology 20.73%
2 Financials 9.99%
3 Consumer Discretionary 8.37%
4 Industrials 4.83%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$707K 0.2%
+13,445
77
$705K 0.2%
13,053
+350
78
$694K 0.2%
1,924
79
$688K 0.19%
+25,518
80
$687K 0.19%
12,616
+1,926
81
$678K 0.19%
17,475
+250
82
$653K 0.18%
9,202
-148
83
$626K 0.18%
+4,190
84
$623K 0.18%
+1,742
85
$619K 0.18%
+16,333
86
$615K 0.17%
+4,001
87
$605K 0.17%
+4,469
88
$599K 0.17%
+5,885
89
$590K 0.17%
5,403
+2,795
90
$581K 0.16%
11,515
-92
91
$578K 0.16%
18,989
+1,541
92
$578K 0.16%
2,235
+636
93
$575K 0.16%
4,240
+10
94
$560K 0.16%
+19,532
95
$535K 0.15%
+2,164
96
$534K 0.15%
12,426
+2,586
97
$517K 0.15%
+7,500
98
$505K 0.14%
+6,163
99
$505K 0.14%
+16,919
100
$463K 0.13%
+4,740
2 3
4
5 6