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
$354M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.6M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$268K
2
+$188K
3
+$158K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$102K
5
INTU icon
Intuit
INTU
+$93.3K

Sector Composition

1 Technology 20.73%
2 Financials 9.99%
3 Consumer Discretionary 8.37%
4 Industrials 4.83%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$460K 0.13%
+1,643
102
$447K 0.13%
+3,990
103
$426K 0.12%
5,851
-248
104
$414K 0.12%
+3,656
105
$410K 0.12%
22,152
+88
106
$357K 0.1%
831
+201
107
$350K 0.1%
1,278
+422
108
$349K 0.1%
+3,129
109
$349K 0.1%
3,425
+1,154
110
$347K 0.1%
+3,200
111
$342K 0.1%
1,782
+34
112
$340K 0.1%
+1,172
113
$337K 0.1%
+12,652
114
$336K 0.1%
+12,695
115
$331K 0.09%
+1,849
116
$316K 0.09%
+18,246
117
$300K 0.08%
+957
118
$297K 0.08%
+771
119
$291K 0.08%
5,446
+5
120
$288K 0.08%
1,107
121
$285K 0.08%
+3,420
122
$283K 0.08%
1,395
123
$280K 0.08%
4,130
-305
124
$270K 0.08%
5,840
125
$264K 0.07%
+2,553
2 3 4
5
6