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
$328M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$501K
3
+$438K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.43M
2
+$316K
3
+$263K
4
VZ icon
Verizon
VZ
+$262K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$232K

Sector Composition

1 Technology 19.61%
2 Financials 9.1%
3 Consumer Discretionary 7.4%
4 Industrials 5.89%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.1%
6,500
102
$326K 0.1%
3,416
+2
103
$322K 0.1%
1,649
+2
104
$319K 0.1%
1,857
105
$312K 0.1%
1,482
106
$310K 0.09%
869
+38
107
$305K 0.09%
1,856
+170
108
$293K 0.09%
12,695
109
$289K 0.09%
3,111
110
$288K 0.09%
10,374
-2,905
111
$284K 0.09%
2,952
-22
112
$273K 0.08%
11,470
+1,800
113
$267K 0.08%
3,327
+39
114
$264K 0.08%
3,370
-43
115
$256K 0.08%
18,255
+3
116
$254K 0.08%
1,355
117
$248K 0.08%
848
+2
118
$241K 0.07%
3,739
+27
119
$240K 0.07%
2,525
+5
120
$230K 0.07%
1,075
-39
121
$229K 0.07%
6,042
-6,919
122
$222K 0.07%
15,944
+16
123
$218K 0.07%
2,496
124
$213K 0.07%
1,273
125
$209K 0.06%
3,050
2 3 4
5
6