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
$377M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$1.16M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$949K
5
ESS icon
Essex Property Trust
ESS
+$889K

Top Sells

1
+$3.9M
2
+$2.52M
3
+$1.14M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$684K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$546K

Sector Composition

1 Technology 20.83%
2 Financials 8.84%
3 Consumer Discretionary 7.45%
4 Industrials 5.41%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.2%
13,898
+692
77
$745K 0.2%
3,990
+6
78
$726K 0.19%
1,584
-1
79
$720K 0.19%
29,296
+10
80
$707K 0.19%
5,272
-895
81
$645K 0.17%
6,442
-942
82
$629K 0.17%
4,555
+14
83
$605K 0.16%
11,574
-1,151
84
$594K 0.16%
2,908
-35
85
$559K 0.15%
5,651
-39,429
86
$554K 0.15%
11,070
+20
87
$530K 0.14%
6,935
-27
88
$529K 0.14%
5,742
-90
89
$525K 0.14%
2,531
+96
90
$518K 0.14%
8,591
-478
91
$517K 0.14%
2,168
92
$505K 0.13%
3,345
-146
93
$497K 0.13%
20,866
-28
94
$471K 0.13%
+11,671
95
$469K 0.12%
3,549
96
$465K 0.12%
11,398
-807
97
$452K 0.12%
1,104
+78
98
$452K 0.12%
14,475
-850
99
$433K 0.12%
14,005
-1,791
100
$433K 0.11%
9,844
+800
2 3
4
5 6