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
$444M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.25M
3
+$2.69M
4
MAR icon
Marriott International
MAR
+$2.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.01M

Top Sells

1
+$7.83M
2
+$4.01M
3
+$1.45M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$411K

Sector Composition

1 Technology 22.56%
2 Financials 10.61%
3 Consumer Discretionary 8.19%
4 Industrials 4.79%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.05%
+2,240
127
$223K 0.05%
+2,664
128
$222K 0.05%
+2,126
129
$218K 0.05%
+2,800
130
$217K 0.05%
+6,443
131
$207K 0.05%
+3,855
132
$207K 0.05%
8,262
-932
133
$202K 0.05%
+423
134
$1.57K ﹤0.01%
15
135
– –
-1,589
136
– –
-44,678
2 3 4 5
6