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
$343M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$1.75M
3
+$1.42M
4
SPGI icon
S&P Global
SPGI
+$1.38M
5
DPZ icon
Domino's
DPZ
+$944K

Top Sells

1
+$1.61M
2
+$1.18M
3
+$316K
4
SHOP icon
Shopify
SHOP
+$316K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$302K

Sector Composition

1 Technology 18.91%
2 Financials 9.36%
3 Consumer Discretionary 7.33%
4 Industrials 6.06%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.1%
3,111
-445
102
$330K 0.1%
5,224
-230
103
$327K 0.1%
8,233
+1,652
104
$324K 0.09%
1,482
+195
105
$324K 0.09%
1,647
+2
106
$316K 0.09%
3,414
+3
107
$313K 0.09%
831
108
$302K 0.09%
12,695
109
$302K 0.09%
2,974
-682
110
$301K 0.09%
1,686
+3
111
$300K 0.09%
3,288
-83
112
$270K 0.08%
3,413
-679
113
$269K 0.08%
18,252
+3
114
$264K 0.08%
846
+1
115
$263K 0.08%
5,263
116
$256K 0.07%
2,520
+5
117
$250K 0.07%
3,712
-298
118
$249K 0.07%
3,050
-140
119
$248K 0.07%
1,114
-10
120
$241K 0.07%
9,670
121
$237K 0.07%
1,355
-40
122
$232K 0.07%
3,220
-200
123
$231K 0.07%
5,475
124
$231K 0.07%
15,928
+12
125
$221K 0.06%
1,273
-2
2 3 4
5
6