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
$118M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.19M
3
+$659K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$354K
5
XOM icon
Exxon Mobil
XOM
+$329K

Top Sells

1
+$2.89M
2
+$760K
3
+$569K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$562K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$422K

Sector Composition

1 Technology 20.98%
2 Healthcare 12.05%
3 Financials 9.28%
4 Consumer Staples 7.62%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.53M 8.08%
127,484
-38,644
2
$5.09M 4.32%
148,143
+19,170
3
$4.85M 4.11%
64,685
-7,496
4
$3.94M 3.34%
254,234
+22,850
5
$3.64M 3.08%
144,372
-22,572
6
$3.4M 2.89%
17,279
-1,437
7
$3.32M 2.81%
71,606
-927
8
$2.85M 2.41%
26,694
+122
9
$2.61M 2.21%
21,256
+374
10
$2.51M 2.13%
41,714
+51
11
$2.31M 1.96%
44,584
-398
12
$2.26M 1.92%
190,990
-1,900
13
$2.23M 1.89%
41,471
-7,852
14
$2.19M 1.86%
19,614
-258
15
$2.18M 1.85%
23,467
-125
16
$2.18M 1.84%
11,627
-23
17
$2.12M 1.8%
36,718
-980
18
$2.12M 1.8%
66,421
-5,820
19
$2.05M 1.73%
24,253
+1,989
20
$2.04M 1.73%
73,547
+7,795
21
$2.02M 1.71%
45,708
+160
22
$1.99M 1.69%
17,952
+2,117
23
$1.98M 1.68%
23,607
+6
24
$1.93M 1.64%
20,529
+3,497
25
$1.93M 1.63%
116,398
-8,286
1
2 3 4