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
$117M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.89M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$491K
5
VIAB
Viacom Inc. Class B
VIAB
+$393K

Top Sells

1
+$605K
2
+$423K
3
+$395K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$361K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$228K

Sector Composition

1 Technology 17.55%
2 Healthcare 13.78%
3 Financials 10.89%
4 Consumer Staples 10.12%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.71M 5.75%
486,846
+136,972
2
$5.42M 4.65%
206,164
+1,960
3
$4.22M 3.62%
84,455
-8,463
4
$3.91M 3.35%
70,456
+2,876
5
$3.68M 3.16%
50,031
-977
6
$3.35M 2.87%
16,414
-591
7
$3.31M 2.84%
32,243
+1,531
8
$3.1M 2.66%
20,740
+409
9
$2.8M 2.4%
23,675
+1,980
10
$2.73M 2.35%
41,424
+7,431
11
$2.66M 2.28%
50,295
-352
12
$2.64M 2.26%
48,531
+779
13
$2.58M 2.22%
66,720
+660
14
$2.5M 2.15%
20,011
-364
15
$2.4M 2.06%
27,273
-116
16
$2.36M 2.02%
30,588
+3,432
17
$2.35M 2.02%
22,366
+17,733
18
$2.34M 2.01%
6,877
-13
19
$2.33M 2%
76,065
+7,510
20
$2.25M 1.93%
22,478
-133
21
$2.24M 1.92%
26,525
-241
22
$2.23M 1.91%
37,568
+2,615
23
$2.19M 1.87%
27,519
-590
24
$2.18M 1.87%
27,960
-222
25
$2.08M 1.78%
61,509
-4,665
1
2 3 4