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
$354M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.6M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$268K
2
+$188K
3
+$158K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$102K
5
INTU icon
Intuit
INTU
+$93.3K

Sector Composition

1 Technology 20.73%
2 Financials 9.99%
3 Consumer Discretionary 8.37%
4 Industrials 4.83%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.07%
+3,017
127
$258K 0.07%
+2,692
128
$254K 0.07%
5,979
+200
129
$247K 0.07%
3,000
130
$233K 0.07%
+1,310
131
$232K 0.07%
+2,730
132
$231K 0.07%
+5,436
133
$219K 0.06%
+2,800
134
$212K 0.06%
+712
135
$209K 0.06%
+4,164
136
$205K 0.06%
+3,839
137
$196K 0.06%
+2,208
138
$190K 0.05%
+1,888
2 3 4 5
6