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
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.56M
3
+$1.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M

Top Sells

1
+$1.7M
2
+$571K
3
+$463K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$364K
5
SWKS icon
Skyworks Solutions
SWKS
+$319K

Sector Composition

1 Technology 21.69%
2 Financials 11.27%
3 Consumer Discretionary 8.78%
4 Healthcare 4.52%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.06%
3,338
-96
127
$263K 0.05%
3,036
-61
128
$244K 0.05%
6,447
+4
129
$235K 0.05%
2,800
130
$233K 0.05%
+5,544
131
$225K 0.05%
2,581
-83
132
$224K 0.05%
650
-102
133
$224K 0.05%
3,851
-4
134
$202K 0.04%
1,772
-354
135
$202K 0.04%
+1,245
136
$202K 0.04%
+1,279
137
$41.7K 0.01%
+5,952
138
– –
-8,262
139
– –
-15
2 3 4 5
6