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
$295M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.98M
3
+$2.65M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.07M
5
LEN icon
Lennar Class A
LEN
+$577K

Top Sells

1
+$11.3M
2
+$3M
3
+$2.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.9M
5
DFS
Discover Financial Services
DFS
+$1.39M

Sector Composition

1 Technology 22.71%
2 Financials 11.8%
3 Consumer Discretionary 9.37%
4 Industrials 6.19%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 6.7%
+239,345
2
$17.8M 6.02%
129,906
+474
3
$14.2M 4.8%
274,986
+5,943
4
$13.4M 4.52%
49,282
+811
5
$10.1M 3.44%
95,426
-17,873
6
$7.12M 2.41%
120,161
-4,413
7
$7.08M 2.4%
13,281
-210
8
$6.89M 2.33%
57,668
-8,373
9
$6.52M 2.21%
41,918
+239
10
$6.31M 2.14%
27,003
+1,274
11
$6.29M 2.13%
12,840
+757
12
$6.28M 2.12%
51,400
+120
13
$5.87M 1.99%
16,088
+584
14
$5.78M 1.96%
47,236
-2,961
15
$5.73M 1.94%
21,228
+605
16
$5.66M 1.91%
47,805
-11,741
17
$5.38M 1.82%
37,625
-72
18
$5.33M 1.8%
16,714
+8,304
19
$5.3M 1.8%
6,063
+25
20
$5.27M 1.78%
310,245
-3,920
21
$5.09M 1.72%
45,496
+4,712
22
$5.08M 1.72%
30,865
+1,895
23
$5.02M 1.7%
12,678
-179
24
$4.81M 1.63%
42,708
+8
25
$4.75M 1.61%
21,595
+193
1
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