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
$377M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$1.16M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$949K
5
ESS icon
Essex Property Trust
ESS
+$889K

Top Sells

1
+$3.9M
2
+$2.52M
3
+$1.14M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$684K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$546K

Sector Composition

1 Technology 20.83%
2 Financials 8.84%
3 Consumer Discretionary 7.45%
4 Industrials 5.41%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.1%
6,500
102
$372K 0.1%
1,627
+4
103
$362K 0.1%
1,480
-7
104
$361K 0.1%
1,864
+2
105
$329K 0.09%
1,719
+446
106
$328K 0.09%
3,000
107
$311K 0.08%
1,438
+2
108
$307K 0.08%
2,892
-60
109
$302K 0.08%
5,764
+435
110
$301K 0.08%
12,695
111
$300K 0.08%
3,111
112
$297K 0.08%
4,197
+397
113
$284K 0.08%
3,050
114
$272K 0.07%
3,278
+24
115
$270K 0.07%
16,950
-1,308
116
$267K 0.07%
2,535
+5
117
$260K 0.07%
15,976
+16
118
$259K 0.07%
10,394
-734
119
$256K 0.07%
1,280
-75
120
$254K 0.07%
3,422
+3
121
$252K 0.07%
1,012
-59
122
$249K 0.07%
7,056
-1,595
123
$244K 0.06%
3,111
124
$241K 0.06%
1,477
+183
125
$220K 0.06%
5,648
-3
2 3 4
5
6