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
$165M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$3M
3
+$960K
4
NVS icon
Novartis
NVS
+$666K
5
PFE icon
Pfizer
PFE
+$483K

Top Sells

1
+$2.27M
2
+$867K
3
+$441K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
JPM icon
JPMorgan Chase
JPM
+$127K

Sector Composition

1 Technology 18.09%
2 Financials 16.29%
3 Healthcare 13.19%
4 Consumer Discretionary 8.08%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.46M 5.13%
496,920
+2,148
2
$8.16M 4.94%
192,792
-1,136
3
$6.59M 4%
108,706
+49,428
4
$5.56M 3.37%
64,981
+29
5
$4.72M 2.86%
80,911
+818
6
$4.71M 2.85%
73,503
-201
7
$4.56M 2.77%
42,665
-1,192
8
$4.36M 2.64%
60,787
+41,972
9
$4.29M 2.6%
44,363
-503
10
$4.21M 2.55%
30,156
+7
11
$3.97M 2.4%
7,720
+396
12
$3.83M 2.32%
28,526
+2,010
13
$3.76M 2.28%
79,413
-2,095
14
$3.74M 2.27%
46,823
-301
15
$3.66M 2.22%
24,175
-176
16
$3.65M 2.22%
25,226
-230
17
$3.64M 2.21%
31,927
-211
18
$3.54M 2.15%
13,276
-385
19
$3.5M 2.12%
32,577
+3,345
20
$3.46M 2.1%
28,868
+8,002
21
$3.42M 2.07%
41,869
-874
22
$3.39M 2.05%
98,651
+14,056
23
$3.22M 1.95%
61,180
-600
24
$3.22M 1.95%
42,763
+8,859
25
$3.12M 1.89%
18,143
-2,563
1
2 3