AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$5.94M
3 +$4.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.82M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$3.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.57%
2 Healthcare 8.81%
3 Financials 8.16%
4 Energy 7.19%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.3M 10.64%
+166,329
2
$5.94M 5.12%
+81,744
3
$4.5M 3.88%
+122,542
4
$3.82M 3.29%
+20,684
5
$3.42M 2.95%
+107,777
6
$3.09M 2.66%
+154,028
7
$2.97M 2.56%
+22,134
8
$2.79M 2.41%
+74,616
9
$2.55M 2.2%
+76,808
10
$2.48M 2.14%
+27,067
11
$2.34M 2.02%
+40,006
12
$2.26M 1.95%
+191,120
13
$2.22M 1.92%
+11,446
14
$2.07M 1.79%
+51,738
15
$2.02M 1.74%
+44,567
16
$2M 1.72%
+60,787
17
$1.98M 1.71%
+76,422
18
$1.98M 1.71%
+24,037
19
$1.91M 1.65%
+54,673
20
$1.89M 1.63%
+201,434
21
$1.88M 1.62%
+41,355
22
$1.87M 1.61%
+19,244
23
$1.84M 1.59%
+20,933
24
$1.82M 1.57%
+49,299
25
$1.81M 1.56%
+22,203