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
$180M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.29M
3
+$3.28M
4
INTU icon
Intuit
INTU
+$3.25M
5
DIS icon
Walt Disney
DIS
+$2.34M

Top Sells

1
+$3.33M
2
+$2.85M
3
+$2.7M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$2.68M
5
QCOM icon
Qualcomm
QCOM
+$1.84M

Sector Composition

1 Technology 18.36%
2 Financials 14.28%
3 Consumer Discretionary 10.13%
4 Healthcare 9.73%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.96M 4.98%
89,890
+8,829
2
$8.95M 4.98%
571,648
+21,762
3
$8.14M 4.53%
171,496
+5,748
4
$7.76M 4.32%
65,825
-1,963
5
$6.01M 3.34%
54,129
+21,070
6
$5.12M 2.85%
94,411
+2,186
7
$4.9M 2.73%
101,457
+768
8
$4.41M 2.45%
31,574
-1,021
9
$4.34M 2.41%
52,219
+48,517
10
$4.25M 2.36%
27,196
-681
11
$4.22M 2.35%
17,924
-392
12
$4.19M 2.33%
41,428
+82
13
$4.05M 2.25%
24,242
-1,841
14
$3.98M 2.21%
49,657
-2,340
15
$3.91M 2.17%
97,020
-4,647
16
$3.9M 2.17%
52,485
-1,547
17
$3.75M 2.08%
19,730
-887
18
$3.74M 2.08%
37,430
-4,393
19
$3.66M 2.03%
29,839
-859
20
$3.59M 2%
41,725
-2,008
21
$3.42M 1.9%
42,477
-542
22
$3.31M 1.84%
56,180
-160
23
$3.29M 1.83%
+10,955
24
$3.28M 1.82%
+88,279
25
$3.27M 1.82%
7,658
+143
1
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