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
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.56M
3
+$687K
4
NXPI icon
NXP Semiconductors
NXPI
+$534K
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$432K

Top Sells

1
+$2.42M
2
+$610K
3
+$465K
4
XOM icon
Exxon Mobil
XOM
+$445K
5
GILD icon
Gilead Sciences
GILD
+$333K

Sector Composition

1 Technology 19.12%
2 Financials 16.79%
3 Healthcare 12.21%
4 Communication Services 7.85%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.04M 5.47%
546,796
+41,578
2
$8.29M 5.02%
179,124
-10,044
3
$6.82M 4.13%
69,154
+2,237
4
$5.5M 3.33%
99,224
-1,044
5
$5.46M 3.31%
101,097
+8,004
6
$4.19M 2.54%
31,603
-250
7
$4.13M 2.51%
58,365
-4,698
8
$4.01M 2.43%
20,430
-404
9
$4.01M 2.43%
71,394
-1,228
10
$4M 2.42%
38,398
-902
11
$3.84M 2.32%
27,078
-388
12
$3.83M 2.32%
31,599
+2,980
13
$3.81M 2.31%
41,179
-607
14
$3.74M 2.27%
79,298
+1,249
15
$3.66M 2.22%
7,340
-169
16
$3.61M 2.19%
+72,724
17
$3.51M 2.12%
33,456
-64
18
$3.48M 2.11%
101,245
-1,341
19
$3.45M 2.09%
50,437
+6,062
20
$3.43M 2.08%
60,800
+20
21
$3.32M 2.01%
12,250
-131
22
$3.31M 2.01%
42,381
-1,219
23
$3.27M 1.98%
30,043
-226
24
$3.15M 1.91%
20,885
-262
25
$3.13M 1.9%
20,001
+2,156
1
2 3