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
$468M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.99M
3
+$655K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$426K
5
XOM icon
Exxon Mobil
XOM
+$367K

Top Sells

1
+$4.74M
2
+$4.55M
3
+$2.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67M
5
AMZN icon
Amazon
AMZN
+$2.28M

Sector Composition

1 Technology 20.45%
2 Financials 10.55%
3 Consumer Discretionary 7.58%
4 Industrials 4.62%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.05%
2,800
127
$227K 0.05%
607
-43
128
$222K 0.05%
3,855
+4
129
$222K 0.05%
2,581
130
$206K 0.04%
+5,775
131
$200K 0.04%
1,279
132
– –
-23,018
133
– –
-11,583
134
– –
-3,338
135
– –
-1,963
136
– –
-1,772
137
– –
-9,848
138
– –
-10,675
139
– –
-3,820
140
– –
-12,424
141
– –
-5,952
142
– –
-5,544
2 3 4 5
6