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
$351M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$672K
3
+$532K
4
MSFT icon
Microsoft
MSFT
+$406K
5
V icon
Visa
V
+$385K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.22M
4
ESS icon
Essex Property Trust
ESS
+$370K
5
META icon
Meta Platforms (Facebook)
META
+$363K

Sector Composition

1 Technology 18.54%
2 Financials 10.65%
3 Consumer Discretionary 7.56%
4 Industrials 6.44%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.06%
+6,487
127
$214K 0.06%
2,966
128
$214K 0.06%
5,475
129
$209K 0.06%
9,415
130
$208K 0.06%
+6,321
131
$207K 0.06%
+1,864
132
– –
-2,674
133
– –
-848
134
– –
-2,496
135
– –
-50,264
2 3 4 5
6