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
$376M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.2M
3
+$1.56M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.07M
5
SBUX icon
Starbucks
SBUX
+$846K

Top Sells

1
+$2.38M
2
+$815K
3
+$692K
4
AAPL icon
Apple
AAPL
+$647K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$381K

Sector Composition

1 Technology 21.48%
2 Financials 9.48%
3 Consumer Discretionary 7.72%
4 Industrials 6.11%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.4M 7.54%
363,351
+40,591
2
$26.4M 7.02%
151,336
-3,703
3
$15.8M 4.21%
51,372
+1,023
4
$13.4M 3.55%
278,150
+5,701
5
$10.2M 2.72%
97,415
-636
6
$7.57M 2.01%
46,709
-341
7
$7.17M 1.91%
12,456
-58
8
$7.16M 1.9%
32,272
+2,575
9
$6.67M 1.77%
119,654
+591
10
$6.58M 1.75%
47,300
-2,740
11
$6.52M 1.73%
13,556
+1,144
12
$6.5M 1.73%
18,180
+668
13
$6.45M 1.71%
51,737
-1,585
14
$6.34M 1.69%
27,859
+790
15
$6.33M 1.68%
14,055
+915
16
$6.26M 1.66%
24,912
+2,323
17
$6.23M 1.66%
48,659
+169
18
$6.09M 1.62%
13,795
+351
19
$6.05M 1.61%
34,115
+281
20
$6M 1.6%
13,419
+218
21
$5.93M 1.58%
38,777
-37
22
$5.86M 1.56%
21,432
-78
23
$5.85M 1.56%
42,931
+220
24
$5.68M 1.51%
41,654
-440
25
$5.67M 1.51%
18,937
+1,762
1
2 3 4 5