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
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.75M
3
+$3.48M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$750K
5
PAYX icon
Paychex
PAYX
+$630K

Top Sells

1
+$7.6M
2
+$2.56M
3
+$2.31M
4
WFC icon
Wells Fargo
WFC
+$1.84M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.54M

Sector Composition

1 Technology 22.63%
2 Financials 12.76%
3 Consumer Discretionary 9.6%
4 Healthcare 5.82%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 6.31%
148,352
-4,932
2
$12M 5.59%
117,078
+3,600
3
$11.2M 5.21%
+287,914
4
$10.2M 4.74%
49,965
-11,336
5
$9.62M 4.49%
154,650
-10,149
6
$5.77M 2.69%
125,549
-5,169
7
$5.15M 2.4%
300,393
-2,528
8
$5.09M 2.38%
26,360
+573
9
$4.92M 2.29%
93,708
-5,555
10
$4.79M 2.24%
16,202
-465
11
$4.73M 2.21%
53,599
+1,320
12
$4.67M 2.18%
18,043
+13,443
13
$4.28M 2%
45,496
-78
14
$4.1M 1.91%
29,183
-328
15
$4.09M 1.91%
13,816
+413
16
$4.07M 1.9%
41,583
-352
17
$4.03M 1.88%
56,880
-400
18
$4.03M 1.88%
23,825
-709
19
$3.94M 1.84%
77,681
+7,504
20
$3.85M 1.8%
7,079
-335
21
$3.85M 1.8%
10,546
-313
22
$3.81M 1.78%
41,784
+8,227
23
$3.77M 1.76%
49,735
+8,321
24
$3.75M 1.75%
+74,953
25
$3.74M 1.75%
33,564
-501
1
2 3 4