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
$125M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.03M
3
+$301K
4
INTC icon
Intel
INTC
+$226K
5
SBUX icon
Starbucks
SBUX
+$212K

Top Sells

1
+$1.72M
2
+$955K
3
+$799K
4
MO icon
Altria Group
MO
+$488K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$309K

Sector Composition

1 Technology 17.98%
2 Healthcare 13.67%
3 Financials 13.27%
4 Consumer Staples 9.65%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7M 5.6%
486,566
-21,432
2
$5.58M 4.46%
81,443
-1,112
3
$5.35M 4.28%
199,552
-8
4
$4.08M 3.26%
69,648
-303
5
$3.64M 2.91%
30,783
-2
6
$3.34M 2.67%
15,458
-1,196
7
$3.12M 2.5%
37,018
-9,465
8
$3.11M 2.48%
21,878
+432
9
$3.08M 2.46%
92,353
+30,763
10
$3.02M 2.42%
51,431
+5,120
11
$2.95M 2.36%
73,860
-40
12
$2.8M 2.24%
87,214
+1,070
13
$2.75M 2.2%
28,319
-142
14
$2.73M 2.18%
43,264
+535
15
$2.71M 2.17%
46,834
-106
16
$2.67M 2.14%
32,333
-116
17
$2.66M 2.13%
29,626
-658
18
$2.63M 2.1%
20,003
-414
19
$2.57M 2.05%
25,242
-163
20
$2.52M 2.01%
21,807
-301
21
$2.51M 2%
56,604
-4
22
$2.48M 1.98%
73,998
-572
23
$2.46M 1.96%
6,772
-40
24
$2.45M 1.96%
28,112
-35
25
$2.42M 1.93%
34,134
+192
1
2 3