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
$376M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.2M
3
+$1.56M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$846K

Top Sells

1
+$2.38M
2
+$815K
3
+$692K
4
AAPL icon
Apple
AAPL
+$647K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$381K

Sector Composition

1 Technology 21.48%
2 Financials 9.48%
3 Consumer Discretionary 7.72%
4 Industrials 6.11%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$770K 0.2%
10,791
-207
77
$745K 0.2%
2,054
78
$724K 0.19%
12,981
+33
79
$723K 0.19%
13,480
+15
80
$720K 0.19%
3,236
-3,108
81
$708K 0.19%
9,093
82
$674K 0.18%
10,972
+1,112
83
$674K 0.18%
12,680
+698
84
$670K 0.18%
13,150
+44
85
$664K 0.18%
24,350
+2,850
86
$664K 0.18%
4,495
+12
87
$641K 0.17%
3,953
88
$615K 0.16%
16,875
-600
89
$609K 0.16%
16,512
90
$606K 0.16%
11,700
-685
91
$590K 0.16%
5,826
92
$569K 0.15%
3,579
-560
93
$551K 0.15%
2,167
+1
94
$483K 0.13%
15,733
+11
95
$480K 0.13%
6,163
96
$478K 0.13%
19,154
+1,684
97
$460K 0.12%
5,454
-1,079
98
$437K 0.12%
3,656
99
$418K 0.11%
6,500
100
$411K 0.11%
4,092
+102
2 3
4
5 6