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
$401M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.72M
3
+$1.11M
4
TMO icon
Thermo Fisher Scientific
TMO
+$960K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$850K

Top Sells

1
+$1.45M
2
+$606K
3
+$307K
4
AAPL icon
Apple
AAPL
+$244K
5
ESS icon
Essex Property Trust
ESS
+$182K

Sector Composition

1 Technology 22.61%
2 Financials 9.8%
3 Consumer Discretionary 7.53%
4 Industrials 5.04%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$770K 0.19%
4,738
-290
77
$759K 0.19%
1,584
78
$737K 0.18%
13,329
-569
79
$722K 0.18%
29,312
+16
80
$698K 0.17%
5,294
+238
81
$694K 0.17%
5,013
-259
82
$656K 0.16%
5,617
-34
83
$640K 0.16%
4,507
-48
84
$599K 0.15%
11,584
+10
85
$591K 0.15%
2,256
-275
86
$590K 0.15%
6,606
+164
87
$579K 0.14%
3,332
-13
88
$574K 0.14%
10,985
-85
89
$557K 0.14%
5,744
+2
90
$552K 0.14%
2,662
-246
91
$543K 0.14%
7,188
+253
92
$543K 0.14%
12,293
+622
93
$536K 0.13%
8,491
-100
94
$531K 0.13%
2,168
95
$489K 0.12%
1,104
96
$489K 0.12%
20,823
-43
97
$464K 0.12%
3,349
-200
98
$453K 0.11%
9,863
+19
99
$439K 0.11%
14,190
-285
100
$433K 0.11%
11,810
+412
2 3
4
5 6