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
$135M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.39M
3
+$1.07M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$616K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Top Sells

1
+$2.14M
2
+$1.09M
3
+$683K
4
KBE icon
SPDR S&P Bank ETF
KBE
+$604K
5
DUK icon
Duke Energy
DUK
+$368K

Sector Composition

1 Technology 18.56%
2 Financials 14.26%
3 Healthcare 11.68%
4 Consumer Staples 9.4%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.18M 5.3%
480,806
+15,506
2
$7.11M 5.25%
198,020
+4,648
3
$4.57M 3.38%
79,762
+754
4
$4.36M 3.22%
66,268
-1,812
5
$3.81M 2.81%
30,589
+404
6
$3.72M 2.74%
42,302
-1,097
7
$3.32M 2.45%
14,073
-1,365
8
$3.32M 2.45%
77,167
-14,057
9
$3.29M 2.43%
23,072
+275
10
$3.21M 2.37%
28,432
+984
11
$3.07M 2.27%
55,209
+508
12
$3.04M 2.24%
70,908
+2,438
13
$2.99M 2.21%
33,927
-2,233
14
$2.97M 2.19%
45,570
+3,217
15
$2.93M 2.16%
26,128
-739
16
$2.92M 2.15%
25,720
+1,203
17
$2.9M 2.14%
32,671
+736
18
$2.81M 2.08%
44,019
+16,744
19
$2.8M 2.07%
24,906
+789
20
$2.79M 2.06%
21,563
+369
21
$2.75M 2.03%
+46,961
22
$2.74M 2.02%
84,457
+1,670
23
$2.72M 2.01%
46,145
+1,882
24
$2.69M 1.98%
29,907
+744
25
$2.63M 1.94%
62,120
-480
1
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