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
$141M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$262K
3
+$244K
4
MON
Monsanto Co
MON
+$202K
5
KBE icon
SPDR S&P Bank ETF
KBE
+$166K

Top Sells

1
+$199K
2
+$174K
3
+$141K
4
MCD icon
McDonald's
MCD
+$116K
5
GE icon
GE Aerospace
GE
+$103K

Sector Composition

1 Technology 17.87%
2 Financials 14.79%
3 Healthcare 11.8%
4 Consumer Staples 8.96%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.66M 5.45%
481,892
+1,086
2
$6.96M 4.95%
193,184
-4,836
3
$4.48M 3.19%
65,042
-1,226
4
$4.33M 3.08%
78,461
-1,301
5
$4.03M 2.87%
44,095
+1,793
6
$4.01M 2.85%
30,298
-291
7
$3.52M 2.51%
80,990
+3,823
8
$3.4M 2.42%
76,380
+5,472
9
$3.35M 2.38%
13,853
-220
10
$3.27M 2.33%
45,157
-413
11
$3.2M 2.28%
27,230
-1,202
12
$3.19M 2.27%
20,807
-756
13
$3.16M 2.25%
42,864
-1,155
14
$3.11M 2.21%
25,566
-562
15
$3.11M 2.21%
7,360
+620
16
$3.04M 2.16%
32,438
-233
17
$3.04M 2.16%
34,146
+219
18
$3M 2.13%
54,060
-1,149
19
$2.99M 2.13%
24,601
-305
20
$2.91M 2.07%
26,811
+1,091
21
$2.91M 2.07%
46,987
+26
22
$2.88M 2.05%
22,278
-794
23
$2.85M 2.03%
61,320
-800
24
$2.67M 1.9%
24,215
+1,306
25
$2.65M 1.89%
83,168
-1,289
1
2 3