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
$444M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.25M
3
+$2.69M
4
MAR icon
Marriott International
MAR
+$2.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.01M

Top Sells

1
+$7.83M
2
+$4.01M
3
+$1.45M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$411K

Sector Composition

1 Technology 22.56%
2 Financials 10.61%
3 Consumer Discretionary 8.19%
4 Industrials 4.79%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.09%
1,937
102
$387K 0.09%
4,970
-110
103
$369K 0.08%
3,300
-50
104
$357K 0.08%
1,872
+6
105
$354K 0.08%
3,407
106
$343K 0.08%
1,419
+3
107
$337K 0.08%
17,048
-203,251
108
$332K 0.07%
16,020
+16
109
$322K 0.07%
3,436
110
$321K 0.07%
2,757
111
$315K 0.07%
16,950
112
$303K 0.07%
12,695
113
$299K 0.07%
844
-10
114
$296K 0.07%
3,055
115
$289K 0.07%
1,300
+20
116
$288K 0.06%
3,909
-162
117
$285K 0.06%
2,550
+6
118
$283K 0.06%
9,845
-1,339
119
$274K 0.06%
3,097
-114
120
$272K 0.06%
2,492
121
$271K 0.06%
3,434
+4
122
$261K 0.06%
1,963
123
$250K 0.06%
3,000
124
$243K 0.05%
1,327
125
$234K 0.05%
752
-130
2 3 4
5
6