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
$444M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.25M
3
+$2.69M
4
MAR icon
Marriott International
MAR
+$2.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.01M

Top Sells

1
+$7.83M
2
+$4.01M
3
+$1.45M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$411K

Sector Composition

1 Technology 22.56%
2 Financials 10.61%
3 Consumer Discretionary 8.19%
4 Industrials 4.79%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$774K 0.17%
5,437
-114
77
$731K 0.16%
29,353
+24
78
$721K 0.16%
8,446
-45
79
$700K 0.16%
4,680
+123
80
$682K 0.15%
12,401
-1,329
81
$680K 0.15%
3,990
-148
82
$674K 0.15%
12,871
+557
83
$622K 0.14%
12,315
+10
84
$612K 0.14%
11,045
+45
85
$612K 0.14%
5,447
86
$606K 0.14%
2,440
-238
87
$591K 0.13%
5,747
+2
88
$559K 0.13%
3,855
-814
89
$544K 0.12%
2,168
90
$530K 0.12%
1,115
+2
91
$506K 0.11%
6,564
+1
92
$487K 0.11%
1,646
+73
93
$473K 0.11%
19,766
+23
94
$439K 0.1%
4,860
-727
95
$437K 0.1%
13,573
-54
96
$428K 0.1%
13,725
-250
97
$426K 0.1%
3,261
98
$424K 0.1%
1,399
-122
99
$419K 0.09%
6,500
100
$413K 0.09%
8,471
-950
2 3
4
5 6