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
$214M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.95M
3
+$1.64M
4
INTU icon
Intuit
INTU
+$696K
5
MA icon
Mastercard
MA
+$360K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$475K
5
CTVA icon
Corteva
CTVA
+$467K

Sector Composition

1 Technology 20.19%
2 Financials 15.22%
3 Consumer Discretionary 8.52%
4 Industrials 7.39%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 5.65%
164,856
-504
2
$11.4M 5.33%
113,406
+3,514
3
$10.2M 4.75%
64,526
-328
4
$9.98M 4.66%
593,742
+976
5
$9.72M 4.54%
+159,796
6
$7.67M 3.58%
134,531
+28,785
7
$6.04M 2.82%
112,233
-619
8
$6.04M 2.82%
43,305
-94
9
$5.26M 2.46%
17,617
+1,205
10
$5.14M 2.4%
35,510
+801
11
$5.09M 2.38%
27,084
+1,681
12
$4.84M 2.26%
51,107
-858
13
$4.58M 2.14%
313,280
-190
14
$4.5M 2.1%
30,882
+676
15
$4.43M 2.07%
11,378
+170
16
$3.95M 1.85%
44,946
-432
17
$3.95M 1.84%
+41,892
18
$3.94M 1.84%
7,839
+16
19
$3.86M 1.8%
81,227
-1,299
20
$3.76M 1.76%
27,527
-170
21
$3.74M 1.74%
55,780
-100
22
$3.72M 1.74%
14,190
+2,656
23
$3.69M 1.72%
102,114
+8,547
24
$3.68M 1.72%
41,529
-234
25
$3.65M 1.7%
42,900
-222
1
2 3 4