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
$385M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$913K
3
+$623K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$547K
5
LMT icon
Lockheed Martin
LMT
+$538K

Top Sells

1
+$1.57M
2
+$994K
3
+$642K
4
DUK icon
Duke Energy
DUK
+$463K
5
AMZN icon
Amazon
AMZN
+$417K

Sector Composition

1 Technology 22.58%
2 Financials 9.4%
3 Consumer Discretionary 8.65%
4 Industrials 5.3%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$460K 0.12%
3,990
102
$453K 0.12%
22,136
-16
103
$447K 0.12%
3,656
104
$395K 0.1%
831
105
$393K 0.1%
3,389
-36
106
$391K 0.1%
1,280
+2
107
$377K 0.1%
3,659
+929
108
$376K 0.1%
3,129
109
$370K 0.1%
1,854
+5
110
$361K 0.09%
1,395
111
$361K 0.09%
1,124
-48
112
$347K 0.09%
1,679
-103
113
$344K 0.09%
18,252
+6
114
$331K 0.09%
12,695
115
$323K 0.08%
+5,263
116
$318K 0.08%
3,420
117
$313K 0.08%
6,283
+443
118
$308K 0.08%
6,923
+944
119
$296K 0.08%
4,018
-112
120
$290K 0.08%
5,451
+5
121
$286K 0.07%
2,692
122
$282K 0.07%
2,512
-41
123
$280K 0.07%
3,017
124
$276K 0.07%
3,000
125
$267K 0.07%
712
2 3 4
5
6