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
$351M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$672K
3
+$532K
4
MSFT icon
Microsoft
MSFT
+$406K
5
V icon
Visa
V
+$385K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.22M
4
ESS icon
Essex Property Trust
ESS
+$370K
5
META icon
Meta Platforms (Facebook)
META
+$363K

Sector Composition

1 Technology 18.54%
2 Financials 10.65%
3 Consumer Discretionary 7.56%
4 Industrials 6.44%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.1%
1,862
+5
102
$350K 0.1%
6,500
103
$320K 0.09%
3,111
104
$319K 0.09%
3,419
+3
105
$319K 0.09%
1,487
+5
106
$311K 0.09%
2,952
107
$300K 0.09%
2,435
+275
108
$296K 0.08%
12,695
109
$288K 0.08%
1,436
-213
110
$282K 0.08%
3,372
+2
111
$280K 0.08%
8,651
-1,723
112
$274K 0.08%
2,530
+5
113
$273K 0.08%
1,273
114
$273K 0.08%
18,258
+3
115
$272K 0.08%
3,800
+61
116
$270K 0.08%
11,128
-342
117
$270K 0.08%
1,355
118
$268K 0.08%
3,254
-73
119
$248K 0.07%
+3,111
120
$232K 0.07%
+1,294
121
$228K 0.07%
1,071
-4
122
$227K 0.06%
3,050
123
$223K 0.06%
3,000
124
$223K 0.06%
5,651
-391
125
$222K 0.06%
15,960
+16
2 3 4
5
6