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
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.56M
3
+$1.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M

Top Sells

1
+$1.7M
2
+$571K
3
+$463K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$364K
5
SWKS icon
Skyworks Solutions
SWKS
+$319K

Sector Composition

1 Technology 21.69%
2 Financials 11.27%
3 Consumer Discretionary 8.78%
4 Healthcare 4.52%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.09%
7,859
-612
102
$398K 0.08%
1,937
103
$374K 0.08%
1,833
-39
104
$357K 0.07%
2,250
+10
105
$356K 0.07%
1,364
-55
106
$353K 0.07%
16,608
-440
107
$353K 0.07%
2,006
-434
108
$348K 0.07%
3,436
109
$345K 0.07%
16,950
110
$344K 0.07%
10,675
-3,050
111
$334K 0.07%
1,327
112
$333K 0.07%
2,657
-100
113
$332K 0.07%
14,336
-1,684
114
$331K 0.07%
1,300
115
$322K 0.07%
2,442
-50
116
$314K 0.07%
1,963
117
$309K 0.06%
2,554
+4
118
$303K 0.06%
12,695
119
$302K 0.06%
2,280
-1,020
120
$295K 0.06%
3,820
-1,150
121
$293K 0.06%
3,724
-185
122
$285K 0.06%
2,945
-110
123
$278K 0.06%
3,000
124
$273K 0.06%
9,848
+3
125
$267K 0.06%
508
+85
2 3 4
5
6