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
$343M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$1.75M
3
+$1.42M
4
SPGI icon
S&P Global
SPGI
+$1.38M
5
DPZ icon
Domino's
DPZ
+$944K

Top Sells

1
+$1.61M
2
+$1.18M
3
+$316K
4
SHOP icon
Shopify
SHOP
+$316K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$302K

Sector Composition

1 Technology 18.91%
2 Financials 9.36%
3 Consumer Discretionary 7.33%
4 Industrials 6.06%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 9.57%
430,797
+67,446
2
$20.5M 5.98%
150,093
-1,243
3
$13.3M 3.88%
51,861
+489
4
$13.1M 3.82%
321,144
+42,994
5
$10.7M 3.11%
105,181
+7,766
6
$6.85M 2%
13,815
-240
7
$6.47M 1.88%
32,852
+580
8
$6.45M 1.88%
25,215
+303
9
$6.28M 1.83%
13,127
-292
10
$6.27M 1.82%
52,792
+4,133
11
$6.22M 1.81%
12,974
+518
12
$6.07M 1.77%
34,188
+73
13
$6.01M 1.75%
121,563
+1,909
14
$5.97M 1.74%
38,989
-7,720
15
$5.94M 1.73%
18,840
+660
16
$5.8M 1.69%
115,897
+11,764
17
$5.8M 1.69%
13,485
-310
18
$5.5M 1.6%
48,863
+5,932
19
$5.49M 1.6%
29,130
+1,271
20
$5.46M 1.59%
22,131
-61
21
$5.43M 1.58%
50,306
-1,431
22
$5.29M 1.54%
19,298
+361
23
$5.2M 1.51%
13,491
-65
24
$5.13M 1.49%
47,120
-180
25
$4.92M 1.43%
38,525
-252
1
2 3 4 5