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
$328M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$501K
3
+$438K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.43M
2
+$316K
3
+$263K
4
VZ icon
Verizon
VZ
+$262K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$232K

Sector Composition

1 Technology 19.61%
2 Financials 9.1%
3 Consumer Discretionary 7.4%
4 Industrials 5.89%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$720K 0.22%
5,020
+18
77
$678K 0.21%
13,234
+218
78
$651K 0.2%
3,977
+6
79
$639K 0.19%
1,590
80
$606K 0.18%
14,426
+266
81
$573K 0.17%
2,160
82
$559K 0.17%
4,524
+15
83
$536K 0.16%
7,162
+425
84
$535K 0.16%
3,955
+1
85
$513K 0.16%
12,827
-239
86
$512K 0.16%
11,703
+2
87
$501K 0.15%
+8,668
88
$499K 0.15%
41,100
+16,230
89
$498K 0.15%
15,735
-600
90
$485K 0.15%
2,168
91
$484K 0.15%
11,030
+35
92
$480K 0.15%
20,875
+1,711
93
$463K 0.14%
9,244
+151
94
$460K 0.14%
5,830
+2
95
$426K 0.13%
3,586
+4
96
$411K 0.13%
15,785
+20
97
$383K 0.12%
5,329
+105
98
$377K 0.12%
3,549
99
$363K 0.11%
2,674
-562
100
$331K 0.1%
8,586
+353
2 3
4
5 6