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
$401M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.72M
3
+$1.11M
4
TMO icon
Thermo Fisher Scientific
TMO
+$960K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$850K

Top Sells

1
+$1.45M
2
+$606K
3
+$307K
4
AAPL icon
Apple
AAPL
+$244K
5
ESS icon
Essex Property Trust
ESS
+$182K

Sector Composition

1 Technology 22.61%
2 Financials 9.8%
3 Consumer Discretionary 7.53%
4 Industrials 5.04%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.5M 7.86%
416,685
-4,054
2
$28.5M 7.11%
147,008
-1,259
3
$18.3M 4.57%
53,823
+452
4
$15.5M 3.86%
267,955
+14,723
5
$13.8M 3.45%
299,238
+3,120
6
$9.48M 2.36%
97,088
-1,483
7
$8.48M 2.11%
35,701
+651
8
$7.7M 1.92%
19,590
+414
9
$7.37M 1.84%
50,654
+24
10
$7.24M 1.81%
143,439
+1,742
11
$7.02M 1.75%
57,076
+896
12
$6.96M 1.74%
56,779
+967
13
$6.74M 1.68%
14,700
+170
14
$6.71M 1.67%
30,467
+235
15
$6.58M 1.64%
12,226
+24
16
$6.47M 1.61%
370,491
-150
17
$6.33M 1.58%
20,382
+1,263
18
$6.25M 1.56%
20,946
-280
19
$5.95M 1.48%
35,928
+3,136
20
$5.91M 1.47%
12,841
+308
21
$5.72M 1.43%
47,754
+160
22
$5.65M 1.41%
34,158
-120
23
$5.6M 1.4%
12,290
+268
24
$5.48M 1.37%
55,317
+872
25
$5.46M 1.36%
28,150
+2,913
1
2 3 4 5