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
$354M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.6M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$268K
2
+$188K
3
+$158K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$102K
5
INTU icon
Intuit
INTU
+$93.3K

Sector Composition

1 Technology 20.73%
2 Financials 9.99%
3 Consumer Discretionary 8.37%
4 Industrials 4.83%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 7.44%
319,535
+80,190
2
$21.9M 6.2%
154,929
+25,023
3
$14.1M 3.98%
49,994
+712
4
$14M 3.96%
277,081
+2,095
5
$9.81M 2.77%
92,887
-2,539
6
$6.9M 1.95%
119,785
-376
7
$6.88M 1.94%
42,025
+107
8
$6.86M 1.94%
51,280
-120
9
$6.83M 1.93%
12,667
-173
10
$6.72M 1.9%
56,343
-1,325
11
$6.41M 1.81%
28,784
+1,781
12
$5.91M 1.67%
17,009
+921
13
$5.88M 1.66%
26,495
+25,217
14
$5.79M 1.64%
47,114
-691
15
$5.69M 1.61%
12,658
-20
16
$5.66M 1.6%
21,335
+107
17
$5.64M 1.59%
47,955
+719
18
$5.62M 1.59%
17,133
+419
19
$5.6M 1.58%
110,372
+17,616
20
$5.4M 1.53%
33,454
+2,589
21
$5.34M 1.51%
13,248
-33
22
$5.14M 1.45%
6,134
+71
23
$5.07M 1.43%
46,961
+4,253
24
$5.04M 1.42%
299,061
-11,184
25
$4.99M 1.41%
45,245
-251
1
2 3 4 5