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
$179M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.4M
3
+$2.27M
4
AMT icon
American Tower
AMT
+$1M
5
UNP icon
Union Pacific
UNP
+$746K

Top Sells

1
+$3.95M
2
+$767K
3
+$736K
4
MSFT icon
Microsoft
MSFT
+$509K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$291K

Sector Composition

1 Technology 21.02%
2 Financials 12.88%
3 Consumer Discretionary 8.43%
4 Healthcare 7.6%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 6.35%
113,478
+72
2
$10.3M 5.75%
164,799
+5,003
3
$9.74M 5.46%
153,284
-11,572
4
$9.67M 5.41%
61,301
-3,225
5
$7.6M 4.26%
588,058
-5,684
6
$5.19M 2.91%
130,718
-3,813
7
$4.59M 2.57%
302,921
-10,359
8
$4.16M 2.33%
25,787
-1,297
9
$4.1M 2.3%
45,574
+2,269
10
$4.03M 2.25%
16,667
-950
11
$3.99M 2.24%
52,279
+1,172
12
$3.87M 2.17%
29,511
-1,371
13
$3.68M 2.06%
10,859
-519
14
$3.49M 1.95%
70,177
+45,752
15
$3.46M 1.94%
24,534
+5,287
16
$3.33M 1.86%
57,280
+1,500
17
$3.33M 1.86%
107,376
+12,438
18
$3.3M 1.85%
11,566
-303
19
$3.29M 1.84%
34,065
-1,445
20
$3.26M 1.83%
7,414
-425
21
$3.19M 1.79%
41,935
+406
22
$3.13M 1.76%
26,103
-1,424
23
$3.13M 1.76%
109,245
-2,988
24
$3.08M 1.73%
13,403
-787
25
$2.98M 1.67%
99,263
-2,851
1
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