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
$377M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$1.16M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$949K
5
ESS icon
Essex Property Trust
ESS
+$889K

Top Sells

1
+$3.9M
2
+$2.52M
3
+$1.14M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$684K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$546K

Sector Composition

1 Technology 20.83%
2 Financials 8.84%
3 Consumer Discretionary 7.45%
4 Industrials 5.41%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.06%
+3,380
127
$215K 0.06%
+4,480
128
$209K 0.06%
9,151
-264
129
$209K 0.06%
5,475
130
$205K 0.05%
2,247
-1,125
131
– –
-6,487
132
– –
-1,864
133
– –
-2,966
134
– –
-6,321
2 3 4 5
6