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
+$143K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$442K
3
+$407K
4
CVX icon
Chevron
CVX
+$203K
5
GLD icon
SPDR Gold Trust
GLD
+$202K

Top Sells

1
+$1.37M
2
+$344K
3
+$285K
4
PM icon
Philip Morris
PM
+$213K
5
BLK icon
Blackrock
BLK
+$143K

Sector Composition

1 Technology 16.16%
2 Healthcare 14.12%
3 Financials 11.27%
4 Consumer Staples 10.41%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.89M 5.7%
507,998
-2,170
2
$4.77M 3.95%
199,560
-14,396
3
$4.42M 3.66%
82,555
-721
4
$3.9M 3.23%
46,483
-1,153
5
$3.73M 3.09%
30,785
-976
6
$3.58M 2.96%
69,951
-1,890
7
$3.49M 2.89%
16,654
+73
8
$3.23M 2.68%
21,446
-358
9
$2.88M 2.38%
46,311
-1,279
10
$2.88M 2.38%
86,144
-3,343
11
$2.79M 2.31%
46,940
-1,800
12
$2.69M 2.22%
20,417
+189
13
$2.68M 2.22%
56,608
+2,323
14
$2.66M 2.2%
22,108
-876
15
$2.65M 2.19%
42,729
-874
16
$2.64M 2.18%
28,147
-907
17
$2.59M 2.15%
73,900
-1,180
18
$2.57M 2.13%
74,570
-3,669
19
$2.56M 2.12%
30,284
-1,064
20
$2.54M 2.1%
24,935
-2,094
21
$2.51M 2.08%
33,942
+2,634
22
$2.42M 2%
28,461
+771
23
$2.41M 1.99%
32,449
+1,933
24
$2.37M 1.96%
24,235
+1,568
25
$2.33M 1.93%
6,812
-417
1
2 3