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
$377M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$1.16M
3
+$957K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$949K
5
ESS icon
Essex Property Trust
ESS
+$889K

Top Sells

1
+$3.9M
2
+$2.52M
3
+$1.14M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$684K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$546K

Sector Composition

1 Technology 20.83%
2 Financials 8.84%
3 Consumer Discretionary 7.45%
4 Industrials 5.41%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.1M 8.52%
420,739
+12,451
2
$24.4M 6.49%
148,267
+28
3
$15.4M 4.09%
53,371
-155
4
$14.8M 3.94%
253,232
+244,637
5
$13.4M 3.55%
296,118
+17,410
6
$9.78M 2.6%
98,571
-11,441
7
$7.9M 2.1%
35,050
+289
8
$7.15M 1.9%
141,697
+23,020
9
$6.97M 1.85%
19,176
-350
10
$6.9M 1.83%
55,812
+1,746
11
$6.6M 1.75%
50,630
-457
12
$6.51M 1.73%
56,180
+2,680
13
$6.48M 1.72%
14,530
-155
14
$6.46M 1.72%
11,400
-561
15
$6.19M 1.65%
38,865
-904
16
$6.17M 1.64%
30,232
+411
17
$6.06M 1.61%
12,202
-80
18
$5.98M 1.59%
370,641
+25,476
19
$5.94M 1.58%
21,226
-454
20
$5.92M 1.57%
12,533
-613
21
$5.67M 1.51%
54,445
-472
22
$5.64M 1.5%
19,119
-76
23
$5.55M 1.47%
12,022
-613
24
$5.31M 1.41%
34,278
-260
25
$5.16M 1.37%
25,237
+1,488
1
2 3 4 5