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
$328M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$501K
3
+$438K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.43M
2
+$316K
3
+$263K
4
VZ icon
Verizon
VZ
+$262K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$232K

Sector Composition

1 Technology 19.61%
2 Financials 9.1%
3 Consumer Discretionary 7.4%
4 Industrials 5.89%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.06%
3,000
127
$205K 0.06%
9,415
128
$203K 0.06%
5,475
129
$202K 0.06%
2,966
130
– –
-3,220
131
– –
-5,464
132
– –
-6,314
133
– –
-2,692
134
– –
-1,318
135
– –
-5,263
2 3 4 5
6