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
$221M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$501K
3
+$472K
4
ESS icon
Essex Property Trust
ESS
+$352K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$2.13M
2
+$1.79M
3
+$495K
4
UNP icon
Union Pacific
UNP
+$370K
5
INTU icon
Intuit
INTU
+$365K

Sector Composition

1 Technology 22.95%
2 Financials 12.55%
3 Consumer Discretionary 10%
4 Healthcare 5.42%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 6.82%
129,945
-18,407
2
$12.3M 5.56%
117,863
+785
3
$11.7M 5.3%
285,845
-2,069
4
$10.1M 4.57%
162,255
+7,605
5
$10M 4.54%
47,612
-2,353
6
$5.75M 2.61%
122,987
-2,562
7
$5.5M 2.49%
302,777
+2,384
8
$5.29M 2.4%
55,869
+2,270
9
$5.15M 2.33%
15,232
-970
10
$4.93M 2.24%
24,667
-1,693
11
$4.36M 1.97%
29,262
+79
12
$4.32M 1.96%
21,944
-1,881
13
$4.19M 1.9%
72,563
-2,390
14
$4.19M 1.9%
35,610
-1,064
15
$4.17M 1.89%
17,237
-806
16
$4.14M 1.88%
12,697
-1,119
17
$4.12M 1.87%
42,800
-2,696
18
$4.1M 1.86%
18,668
+2,281
19
$3.94M 1.79%
10,276
-270
20
$3.9M 1.77%
53,280
-3,600
21
$3.88M 1.76%
10,938
-570
22
$3.86M 1.75%
76,041
-1,640
23
$3.85M 1.74%
31,024
-2,540
24
$3.83M 1.74%
24,360
-1,800
25
$3.77M 1.71%
43,831
-4,140
1
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