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
$444M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.25M
3
+$2.69M
4
MAR icon
Marriott International
MAR
+$2.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.01M

Top Sells

1
+$7.83M
2
+$4.01M
3
+$1.45M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$411K

Sector Composition

1 Technology 22.56%
2 Financials 10.61%
3 Consumer Discretionary 8.19%
4 Industrials 4.79%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 6.3%
145,255
-1,233
2
$25M 5.63%
322,901
-101,167
3
$22.6M 5.1%
388,189
+107,174
4
$20.5M 4.62%
54,475
+459
5
$14.6M 3.29%
304,558
+5,365
6
$13.3M 3%
174,080
+157,579
7
$9.59M 2.16%
97,307
-537
8
$9.46M 2.13%
36,344
+108
9
$9.18M 2.07%
14,686
-82
10
$8.61M 1.94%
13,046
-60
11
$8.61M 1.94%
50,590
-245
12
$8.5M 1.92%
19,921
+59
13
$8.07M 1.82%
61,106
+1,365
14
$7.74M 1.74%
411,621
+19,560
15
$7.54M 1.7%
60,295
+752
16
$7.53M 1.7%
21,732
+121
17
$7.51M 1.69%
31,659
+472
18
$7.45M 1.68%
142,570
-3,191
19
$7.32M 1.65%
35,567
-163
20
$6.58M 1.48%
47,127
-1,132
21
$6.58M 1.48%
12,549
+15
22
$6.42M 1.45%
41,456
+553
23
$6.23M 1.4%
13,748
+124
24
$6.23M 1.4%
21,013
+124
25
$5.98M 1.35%
7,362
+16
1
2 3 4 5