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
$385M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$913K
3
+$623K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$547K
5
LMT icon
Lockheed Martin
LMT
+$538K

Top Sells

1
+$1.57M
2
+$994K
3
+$642K
4
DUK icon
Duke Energy
DUK
+$463K
5
AMZN icon
Amazon
AMZN
+$417K

Sector Composition

1 Technology 22.58%
2 Financials 9.4%
3 Consumer Discretionary 8.65%
4 Industrials 5.3%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$823K 0.21%
1,590
77
$820K 0.21%
12,948
+332
78
$819K 0.21%
31,597
-6,414
79
$817K 0.21%
2,054
+312
80
$798K 0.21%
2,265
+30
81
$762K 0.2%
13,465
+20
82
$731K 0.19%
12,385
-41
83
$720K 0.19%
4,139
-51
84
$689K 0.18%
17,475
85
$681K 0.18%
13,106
+53
86
$679K 0.18%
3,953
-48
87
$669K 0.17%
11,982
+467
88
$659K 0.17%
4,483
+14
89
$650K 0.17%
16,512
+179
90
$632K 0.16%
21,500
-21,850
91
$626K 0.16%
5,826
-59
92
$623K 0.16%
+9,860
93
$584K 0.15%
4,240
94
$577K 0.15%
2,166
+2
95
$549K 0.14%
6,533
+682
96
$498K 0.13%
6,163
97
$484K 0.13%
15,722
-1,197
98
$476K 0.12%
6,500
-1,000
99
$464K 0.12%
17,470
-8,048
100
$464K 0.12%
1,645
+2
2 3
4
5 6