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
$468M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.99M
3
+$655K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$426K
5
XOM icon
Exxon Mobil
XOM
+$367K

Top Sells

1
+$4.74M
2
+$4.55M
3
+$2.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67M
5
AMZN icon
Amazon
AMZN
+$2.28M

Sector Composition

1 Technology 20.45%
2 Financials 10.55%
3 Consumer Discretionary 7.58%
4 Industrials 4.62%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.08%
5,668
-832
102
$383K 0.08%
3,000
103
$380K 0.08%
3,448
+12
104
$372K 0.08%
1,833
105
$369K 0.08%
16,608
106
$367K 0.08%
+3,185
107
$363K 0.08%
1,832
-174
108
$356K 0.08%
6,947
-912
109
$355K 0.08%
16,950
110
$341K 0.07%
1,364
111
$319K 0.07%
2,258
+8
112
$315K 0.07%
2,652
+98
113
$313K 0.07%
1,950
-330
114
$305K 0.07%
2,462
+20
115
$302K 0.06%
12,695
116
$301K 0.06%
2,491
-166
117
$292K 0.06%
2,911
-34
118
$282K 0.06%
11,176
-3,160
119
$273K 0.06%
500
-8
120
$272K 0.06%
1,327
121
$272K 0.06%
3,692
-32
122
$269K 0.06%
1,220
-80
123
$258K 0.06%
3,082
+46
124
$257K 0.05%
6,466
+19
125
$232K 0.05%
1,404
+159
2 3 4
5
6