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
$351M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$672K
3
+$532K
4
MSFT icon
Microsoft
MSFT
+$406K
5
V icon
Visa
V
+$385K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.22M
4
ESS icon
Essex Property Trust
ESS
+$370K
5
META icon
Meta Platforms (Facebook)
META
+$363K

Sector Composition

1 Technology 18.54%
2 Financials 10.65%
3 Consumer Discretionary 7.56%
4 Industrials 6.44%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.2%
29,286
-1,308
77
$702K 0.2%
1,585
-5
78
$694K 0.2%
3,984
+7
79
$672K 0.19%
+2,943
80
$668K 0.19%
14,850
+424
81
$641K 0.18%
7,384
-356
82
$637K 0.18%
4,541
+17
83
$625K 0.18%
12,205
+502
84
$606K 0.17%
41,490
+390
85
$606K 0.17%
12,725
-102
86
$538K 0.15%
2,168
87
$535K 0.15%
11,050
+20
88
$524K 0.15%
6,962
-200
89
$503K 0.14%
5,832
+2
90
$497K 0.14%
8,595
-73
91
$488K 0.14%
20,894
+19
92
$468K 0.13%
15,325
-410
93
$462K 0.13%
15,796
+11
94
$455K 0.13%
3,549
95
$453K 0.13%
9,069
-175
96
$444K 0.13%
5,329
97
$434K 0.12%
3,491
-95
98
$392K 0.11%
1,026
+157
99
$389K 0.11%
1,623
-233
100
$384K 0.11%
9,044
+458
2 3
4
5 6