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
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.56M
3
+$1.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.26M

Top Sells

1
+$1.7M
2
+$571K
3
+$463K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$364K
5
SWKS icon
Skyworks Solutions
SWKS
+$319K

Sector Composition

1 Technology 21.69%
2 Financials 11.27%
3 Consumer Discretionary 8.78%
4 Healthcare 4.52%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 5.4%
335,087
+12,186
2
$25.1M 5.24%
432,275
+44,086
3
$24.7M 5.15%
144,085
-1,170
4
$22.7M 4.74%
53,983
-492
5
$15.9M 3.32%
316,896
+12,338
6
$14.4M 3%
190,802
+16,722
7
$10.9M 2.28%
109,914
+12,607
8
$10.2M 2.12%
36,442
+98
9
$9.97M 2.08%
49,779
-811
10
$9.65M 2.01%
20,042
+121
11
$9.49M 1.98%
12,950
-96
12
$9.36M 1.95%
14,404
-282
13
$8.54M 1.78%
22,270
+538
14
$8.52M 1.78%
159,414
+16,844
15
$8.49M 1.77%
410,562
-1,059
16
$8.44M 1.76%
57,926
-3,180
17
$8.15M 1.7%
31,362
-297
18
$7.74M 1.61%
58,968
-1,327
19
$7.51M 1.57%
41,242
-214
20
$7.29M 1.52%
12,609
+60
21
$7.28M 1.52%
35,518
-49
22
$6.97M 1.45%
7,183
+79
23
$6.95M 1.45%
46,073
-1,054
24
$6.59M 1.38%
14,497
+749
25
$6.4M 1.34%
13,378
+739
1
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