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
$468M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.99M
3
+$655K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$426K
5
XOM icon
Exxon Mobil
XOM
+$367K

Top Sells

1
+$4.74M
2
+$4.55M
3
+$2.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67M
5
AMZN icon
Amazon
AMZN
+$2.28M

Sector Composition

1 Technology 20.45%
2 Financials 10.55%
3 Consumer Discretionary 7.58%
4 Industrials 4.62%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$753K 0.16%
11,770
-1,238
77
$736K 0.16%
4,588
78
$726K 0.16%
28,889
-477
79
$703K 0.15%
4,261
-3,225
80
$682K 0.15%
12,027
-92
81
$675K 0.14%
1,241
+121
82
$668K 0.14%
5,110
-267
83
$658K 0.14%
3,602
84
$645K 0.14%
11,029
+15
85
$636K 0.14%
5,644
-39
86
$590K 0.13%
4,488
-3,347
87
$587K 0.13%
1,522
-930
88
$584K 0.12%
12,283
+10
89
$579K 0.12%
1,589
+36
90
$577K 0.12%
2,168
91
$507K 0.11%
3,371
92
$482K 0.1%
1,447
-49
93
$473K 0.1%
6,163
-400
94
$470K 0.1%
2,705
-702
95
$469K 0.1%
4,724
+94
96
$448K 0.1%
13,146
-166
97
$431K 0.09%
3,253
98
$426K 0.09%
+8,462
99
$419K 0.09%
17,672
-596
100
$414K 0.09%
1,937
2 3
4
5 6