AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.91M
3
+$1.46M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.44M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$931K

Top Sells

1
+$1.65M
2
+$1.18M
3
+$372K
4
SHOP icon
Shopify
SHOP
+$316K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$305K

Sector Composition

1 Technology 18.91%
2 Financials 9.36%
3 Consumer Discretionary 7.33%
4 Industrials 6.06%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.06%
6,314
+871
127
$218K 0.06%
3,000
128
$217K 0.06%
2,692
129
$215K 0.06%
9,415
+550
130
$214K 0.06%
2,496
-25
131
$209K 0.06%
2,966
-51
132
$207K 0.06%
5,464
+7
133
$203K 0.06%
1,318
+5
134
– –
-7,279
135
– –
-1,513
136
– –
-3,824
137
– –
-2,800
138
– –
-1,817
139
– –
-4,680
2 3 4 5
6