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
$121M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$377K
3
+$367K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
AMZN icon
Amazon
AMZN
+$359K

Top Sells

1
+$726K
2
+$364K
3
+$335K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$287K
5
KHC icon
Kraft Heinz
KHC
+$264K

Sector Composition

1 Technology 17.47%
2 Healthcare 13.19%
3 Financials 11.27%
4 Consumer Staples 10.28%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.92M 5.73%
510,168
+23,322
2
$5.83M 4.83%
213,956
+7,792
3
$4.26M 3.53%
83,276
-1,179
4
$3.97M 3.29%
71,841
+1,385
5
$3.81M 3.15%
47,636
-2,395
6
$3.44M 2.85%
31,761
-482
7
$3.41M 2.82%
16,581
+167
8
$3.32M 2.75%
21,804
+1,064
9
$2.89M 2.39%
22,984
-691
10
$2.85M 2.36%
75,080
+8,360
11
$2.82M 2.33%
47,590
+6,166
12
$2.65M 2.2%
27,029
-244
13
$2.63M 2.18%
48,740
-1,555
14
$2.63M 2.17%
54,285
+5,754
15
$2.58M 2.14%
31,348
+3,829
16
$2.52M 2.09%
20,228
+217
17
$2.52M 2.08%
89,487
+13,422
18
$2.49M 2.06%
43,603
+6,035
19
$2.46M 2.04%
7,229
+352
20
$2.43M 2.01%
29,054
+1,094
21
$2.42M 2%
78,239
+3,955
22
$2.33M 1.93%
30,516
+4,089
23
$2.31M 1.91%
27,690
+1,165
24
$2.27M 1.88%
24,079
+4,648
25
$2.27M 1.88%
22,155
-323
1
2 3