AMM
American Money Management Portfolio holdings
AUM $527M
AUM
$527M
AUM Growth
+$14.7M (+3%)
Cap. Flow
+$15.2M
Cap. Flow % of AUM
2.89%
Top 10 Holdings %Top 10 Hldgs %
39.12%
Holding
141
New
2
Increased
57
Reduced
61
Closed
6
Top Buys
| 1 | $3.49M | |
| 2 | $2.72M | |
| 3 | $2.39M | |
| 4 | $1.42M | |
| 5 | $1.22M |
Top Sells
| 1 | $960K | |
| 2 | $576K | |
| 3 | $530K | |
| 4 | $328K | |
| 5 | $250K |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 11.2% |
| 3 | Consumer Discretionary | 7.26% |
| 4 | Industrials | 5.29% |
| 5 | Consumer Staples | 4.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $228K | 0.04% | 2,542 +55 | +2% | +$4.94K | |||
| $227K | 0.04% | 1,764 -139 | -7% | -$17.9K | |||
| $225K | 0.04% | 6,588 -225 | -3% | -$7.68K | |||
| $216K | 0.04% | 2,756 | – | – | |||
| $214K | 0.04% | 577 +84 | +17% | +$31.2K | |||
| $211K | 0.04% | 3,419 -136 | -4% | -$8.4K | |||
| $207K | 0.04% | 2,493 | – | – | |||
| $206K | 0.04% | 778 | New | +$206K | |||
| $135K | 0.03% | 13,436 +15 | +0.1% | +$150 | |||
| $0 | 0% | 0 -3,904 | Closed | – | |||
| $0 | 0% | 0 -1,065 | Closed | – | |||
| $0 | 0% | 0 -7,946 | Closed | – | |||
| $0 | 0% | 0 -4,616 | Closed | – | |||
| $0 | 0% | 0 -2,390 | Closed | – |
