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
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.91M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$799K
5
BIIB icon
Biogen
BIIB
+$667K

Top Sells

1
+$2.13M
2
+$1.85M
3
+$1.55M
4
CVX icon
Chevron
CVX
+$1.51M
5
QCOM icon
Qualcomm
QCOM
+$490K

Sector Composition

1 Technology 19.74%
2 Healthcare 14.82%
3 Financials 10.38%
4 Consumer Staples 7.41%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.51M 6.34%
119,852
-7,824
2
$6.52M 5.51%
207,940
+25,496
3
$5.23M 4.42%
343,118
+40,256
4
$4.28M 3.62%
56,158
-2,353
5
$3.61M 3.05%
124,303
-497
6
$3.1M 2.62%
15,054
-800
7
$2.86M 2.41%
64,689
-775
8
$2.84M 2.4%
22,284
+289
9
$2.82M 2.38%
50,119
+4,560
10
$2.73M 2.31%
28,014
-110
11
$2.7M 2.28%
39,788
-470
12
$2.56M 2.16%
38,092
-499
13
$2.42M 2.05%
+63,780
14
$2.4M 2.03%
28,147
-540
15
$2.31M 1.95%
63,035
+3,233
16
$2.29M 1.93%
48,773
+4,144
17
$2.25M 1.9%
19,242
+1,450
18
$2.24M 1.89%
24,015
+2,866
19
$2.23M 1.88%
70,051
+9,237
20
$2.18M 1.84%
33,649
+29,532
21
$2.15M 1.82%
59,388
-1,779
22
$2.14M 1.81%
22,522
+2,039
23
$2.14M 1.81%
17,703
+487
24
$2.08M 1.76%
23,631
-328
25
$2.03M 1.72%
24,414
+385
1
2 3 4