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
$401M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.72M
3
+$1.11M
4
TMO icon
Thermo Fisher Scientific
TMO
+$960K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$850K

Top Sells

1
+$1.45M
2
+$606K
3
+$307K
4
AAPL icon
Apple
AAPL
+$244K
5
ESS icon
Essex Property Trust
ESS
+$182K

Sector Composition

1 Technology 22.61%
2 Financials 9.8%
3 Consumer Discretionary 7.53%
4 Industrials 5.04%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$430K 0.11%
13,746
-259
102
$419K 0.1%
1,521
+41
103
$401K 0.1%
1,630
+3
104
$396K 0.1%
6,500
105
$362K 0.09%
1,864
106
$357K 0.09%
1,719
107
$325K 0.08%
1,415
-23
108
$319K 0.08%
4,940
+460
109
$318K 0.08%
2,892
110
$308K 0.08%
3,050
111
$300K 0.07%
15,992
+16
112
$298K 0.07%
12,695
113
$292K 0.07%
16,950
114
$289K 0.07%
1,280
115
$288K 0.07%
+2,492
116
$287K 0.07%
3,310
-70
117
$284K 0.07%
4,047
-150
118
$274K 0.07%
3,055
-56
119
$269K 0.07%
2,540
+5
120
$269K 0.07%
951
-61
121
$268K 0.07%
3,205
-73
122
$264K 0.07%
3,111
123
$255K 0.06%
10,394
124
$243K 0.06%
3,000
125
$241K 0.06%
+839
2 3 4
5
6