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
$343M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$1.75M
3
+$1.42M
4
SPGI icon
S&P Global
SPGI
+$1.38M
5
DPZ icon
Domino's
DPZ
+$944K

Top Sells

1
+$1.61M
2
+$1.18M
3
+$316K
4
SHOP icon
Shopify
SHOP
+$316K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$302K

Sector Composition

1 Technology 18.91%
2 Financials 9.36%
3 Consumer Discretionary 7.33%
4 Industrials 6.06%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$702K 0.2%
4,973
+15
77
$684K 0.2%
3,971
+3
78
$658K 0.19%
12,961
-189
79
$657K 0.19%
1,590
80
$628K 0.18%
14,160
+1,480
81
$614K 0.18%
11,701
+1
82
$595K 0.17%
4,509
+14
83
$567K 0.17%
3,954
+1
84
$557K 0.16%
13,066
+85
85
$537K 0.16%
16,335
-540
86
$522K 0.15%
3,236
87
$517K 0.15%
6,737
+574
88
$511K 0.15%
2,168
+1
89
$503K 0.15%
9,093
90
$498K 0.15%
10,995
-2,485
91
$497K 0.14%
5,828
+2
92
$485K 0.14%
2,160
-354
93
$457K 0.13%
19,164
+10
94
$455K 0.13%
3,582
+3
95
$441K 0.13%
15,765
+32
96
$411K 0.12%
13,279
-3,233
97
$403K 0.12%
3,549
-14,185
98
$377K 0.11%
24,870
+520
99
$344K 0.1%
1,857
+2
100
$338K 0.1%
6,500
2 3
4
5 6