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
$401M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.72M
3
+$1.11M
4
TMO icon
Thermo Fisher Scientific
TMO
+$960K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$850K

Top Sells

1
+$1.45M
2
+$606K
3
+$307K
4
AAPL icon
Apple
AAPL
+$244K
5
ESS icon
Essex Property Trust
ESS
+$182K

Sector Composition

1 Technology 22.61%
2 Financials 9.8%
3 Consumer Discretionary 7.53%
4 Industrials 5.04%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.06%
3,426
+4
127
$236K 0.06%
6,342
+694
128
$230K 0.06%
1,462
-15
129
$225K 0.06%
6,327
-729
130
$221K 0.06%
+1,750
131
$213K 0.05%
+1,327
132
$211K 0.05%
2,187
-60
133
$205K 0.05%
9,151
134
$205K 0.05%
+2,664
135
$204K 0.05%
+2,800
136
$203K 0.05%
5,475
137
$203K 0.05%
+1,335
2 3 4 5
6