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
$376M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.2M
3
+$1.56M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$846K

Top Sells

1
+$2.38M
2
+$815K
3
+$692K
4
AAPL icon
Apple
AAPL
+$647K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$381K

Sector Composition

1 Technology 21.48%
2 Financials 9.48%
3 Consumer Discretionary 7.72%
4 Industrials 6.11%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.07%
3,000
127
$253K 0.07%
3,017
128
$252K 0.07%
5,475
129
$248K 0.07%
1,275
130
$246K 0.07%
+1,513
131
$237K 0.06%
1,313
132
$219K 0.06%
2,800
133
$217K 0.06%
+8,865
134
$210K 0.06%
5,443
+70
135
$208K 0.06%
+2,521
136
$204K 0.05%
3,824
-35
137
$202K 0.05%
+1,817
138
– –
-548
139
– –
-1,300
140
– –
-1,164
141
– –
-1,073
142
– –
-2,895
143
– –
-1,894
2 3 4 5
6