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
$351M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$672K
3
+$532K
4
MSFT icon
Microsoft
MSFT
+$406K
5
V icon
Visa
V
+$385K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.22M
4
ESS icon
Essex Property Trust
ESS
+$370K
5
META icon
Meta Platforms (Facebook)
META
+$363K

Sector Composition

1 Technology 18.54%
2 Financials 10.65%
3 Consumer Discretionary 7.56%
4 Industrials 6.44%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 8.75%
408,288
-22,863
2
$19.3M 5.49%
148,239
-1,346
3
$12.8M 3.66%
53,526
+1,693
4
$11.7M 3.34%
278,708
-3,186
5
$10.7M 3.04%
110,012
+2,651
6
$9.35M 2.67%
11,961
-1,566
7
$7.22M 2.06%
34,761
+1,853
8
$6.89M 1.97%
12,635
-93
9
$6.85M 1.95%
51,087
10
$6.79M 1.94%
19,526
+846
11
$6.76M 1.93%
54,066
+400
12
$6.43M 1.83%
39,769
+80
13
$6.4M 1.82%
13,146
-70
14
$6.33M 1.8%
126,240
+1,602
15
$6.1M 1.74%
34,538
+210
16
$6.06M 1.73%
19,195
+31
17
$5.9M 1.68%
53,500
+1,634
18
$5.85M 1.67%
118,677
-1,371
19
$5.72M 1.63%
14,685
+1,366
20
$5.71M 1.63%
21,680
-104
21
$5.7M 1.63%
29,821
+542
22
$5.61M 1.6%
12,282
-22
23
$5.45M 1.55%
54,917
-185
24
$5.19M 1.48%
345,165
+10,443
25
$5.03M 1.43%
23,749
-1,311
1
2 3 4 5