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
$328M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$501K
3
+$438K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.43M
2
+$316K
3
+$263K
4
VZ icon
Verizon
VZ
+$262K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$232K

Sector Composition

1 Technology 19.61%
2 Financials 9.1%
3 Consumer Discretionary 7.4%
4 Industrials 5.89%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 9.77%
431,151
+354
2
$20.7M 6.31%
149,585
-508
3
$12.1M 3.68%
51,833
-28
4
$10.3M 3.15%
107,361
+2,180
5
$10.3M 3.13%
281,894
-39,250
6
$8.01M 2.44%
13,527
-288
7
$6.25M 1.91%
124,638
+8,741
8
$5.99M 1.83%
12,728
-399
9
$5.98M 1.83%
53,666
+874
10
$5.85M 1.78%
32,908
+56
11
$5.81M 1.77%
12,304
-670
12
$5.61M 1.71%
34,328
+140
13
$5.38M 1.64%
25,060
-155
14
$5.35M 1.63%
120,048
-1,515
15
$5.34M 1.63%
51,087
+2,224
16
$5.33M 1.62%
39,689
+700
17
$5.31M 1.62%
18,680
-160
18
$5.29M 1.61%
19,164
-134
19
$5.27M 1.61%
51,866
+1,560
20
$5.25M 1.6%
29,279
+149
21
$5.16M 1.57%
13,319
-172
22
$5.11M 1.56%
13,216
-269
23
$5.03M 1.53%
21,784
-347
24
$4.75M 1.45%
32,915
-1,369
25
$4.72M 1.44%
334,722
+12,240
1
2 3 4 5