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
$376M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.2M
3
+$1.56M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$846K

Top Sells

1
+$2.38M
2
+$815K
3
+$692K
4
AAPL icon
Apple
AAPL
+$647K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$381K

Sector Composition

1 Technology 21.48%
2 Financials 9.48%
3 Consumer Discretionary 7.72%
4 Industrials 6.11%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.11%
1,645
102
$397K 0.11%
+3,556
103
$375K 0.1%
1,683
+4
104
$375K 0.1%
831
105
$365K 0.1%
3,371
-18
106
$363K 0.1%
1,855
+1
107
$357K 0.09%
1,287
+7
108
$345K 0.09%
3,411
-248
109
$333K 0.09%
3,190
+61
110
$330K 0.09%
845
+133
111
$325K 0.09%
18,249
-3
112
$323K 0.09%
1,124
113
$316K 0.08%
4,680
+440
114
$313K 0.08%
12,695
115
$310K 0.08%
6,581
+298
116
$303K 0.08%
5,263
117
$300K 0.08%
7,279
+356
118
$298K 0.08%
15,916
-6,220
119
$296K 0.08%
3,420
120
$290K 0.08%
4,010
-8
121
$282K 0.08%
1,395
122
$282K 0.08%
2,515
+3
123
$261K 0.07%
2,692
124
$259K 0.07%
5,457
+6
125
$255K 0.07%
9,670
+1,799
2 3 4
5
6