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
$269M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.57M
3
+$797K
4
COST icon
Costco
COST
+$712K
5
UNH icon
UnitedHealth
UNH
+$694K

Top Sells

1
+$2.18M
2
+$1.19M
3
+$1.01M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$706K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$641K

Sector Composition

1 Technology 22.42%
2 Financials 12%
3 Consumer Discretionary 8.35%
4 Industrials 5.53%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 5.89%
129,432
+368
2
$13.2M 4.92%
269,043
-20,599
3
$12M 4.46%
113,299
-6,060
4
$11.4M 4.26%
48,471
+316
5
$11.3M 4.22%
184,413
+12,950
6
$7.34M 2.73%
66,041
-2,009
7
$7.15M 2.66%
13,491
-4,113
8
$7.05M 2.62%
124,574
-9,012
9
$6.34M 2.36%
41,679
-1,974
10
$5.92M 2.21%
50,197
-5,984
11
$5.66M 2.11%
59,546
-12,500
12
$5.52M 2.06%
15,504
+117
13
$5.45M 2.03%
25,729
+704
14
$5.29M 1.97%
28,684
-2,700
15
$5.29M 1.97%
51,280
-820
16
$5.15M 1.92%
314,165
+8,296
17
$5M 1.86%
37,697
+1,568
18
$4.93M 1.84%
20,623
+995
19
$4.76M 1.77%
28,970
-379
20
$4.72M 1.76%
21,402
-1,187
21
$4.63M 1.72%
12,083
-729
22
$4.62M 1.72%
42,700
-416
23
$4.55M 1.7%
6,038
-574
24
$4.53M 1.69%
12,857
+2,019
25
$4.46M 1.66%
40,784
-3,841
1
2 3 4