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
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.56M
3
+$1.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M

Top Sells

1
+$1.7M
2
+$571K
3
+$463K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$364K
5
SWKS icon
Skyworks Solutions
SWKS
+$319K

Sector Composition

1 Technology 21.69%
2 Financials 11.27%
3 Consumer Discretionary 8.78%
4 Healthcare 4.52%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$924K 0.19%
7,835
-611
77
$854K 0.18%
1,534
78
$806K 0.17%
4,200
-531
79
$800K 0.17%
13,008
-906
80
$747K 0.16%
4,588
-92
81
$736K 0.15%
29,366
+13
82
$705K 0.15%
5,377
-70
83
$701K 0.15%
12,119
-282
84
$669K 0.14%
11,014
-31
85
$658K 0.14%
3,602
-388
86
$628K 0.13%
5,683
-64
87
$613K 0.13%
12,273
-42
88
$587K 0.12%
2,168
89
$586K 0.12%
1,120
+5
90
$580K 0.12%
11,583
-1,288
91
$567K 0.12%
4,630
-230
92
$548K 0.11%
1,496
-150
93
$526K 0.11%
3,371
-484
94
$523K 0.11%
1,553
+154
95
$503K 0.11%
6,563
-1
96
$464K 0.1%
3,407
97
$459K 0.1%
6,500
98
$455K 0.1%
13,312
-261
99
$451K 0.09%
3,253
-8
100
$435K 0.09%
18,268
-1,498
2 3
4
5 6