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
$187M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.04M
3
+$911K
4
QCOM icon
Qualcomm
QCOM
+$661K
5
SLB icon
SLB Limited
SLB
+$592K

Top Sells

1
+$2.66M
2
+$2.54M
3
+$762K
4
DD icon
DuPont de Nemours
DD
+$634K
5
UNP icon
Union Pacific
UNP
+$611K

Sector Composition

1 Technology 19.17%
2 Financials 15.2%
3 Consumer Discretionary 10.67%
4 Healthcare 9.34%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 5.48%
102,028
+12,138
2
$9.1M 4.86%
566,964
-4,684
3
$9.01M 4.81%
67,223
+1,398
4
$8.66M 4.63%
175,040
+3,544
5
$5.63M 3.01%
101,133
+6,722
6
$5.08M 2.72%
45,465
+4,037
7
$5.02M 2.68%
35,954
-18,175
8
$4.82M 2.57%
101,833
+376
9
$4.73M 2.53%
17,875
-49
10
$4.71M 2.52%
27,141
-55
11
$4.52M 2.42%
52,494
+275
12
$4.51M 2.41%
32,369
+795
13
$4.37M 2.34%
52,141
-344
14
$4.33M 2.31%
11,909
+954
15
$4.12M 2.2%
37,208
-222
16
$4.08M 2.18%
19,667
-63
17
$4.05M 2.17%
98,668
+1,648
18
$3.89M 2.08%
29,649
-190
19
$3.81M 2.03%
46,246
-3,411
20
$3.73M 1.99%
94,337
+6,058
21
$3.72M 1.99%
7,932
+274
22
$3.49M 1.86%
20,629
-3,613
23
$3.39M 1.81%
37,104
-4,621
24
$3.25M 1.74%
12,427
25
$3.23M 1.73%
80,362
+4,407
1
2 3 4