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
$468M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.99M
3
+$655K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$426K
5
XOM icon
Exxon Mobil
XOM
+$367K

Top Sells

1
+$4.74M
2
+$4.55M
3
+$2.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67M
5
AMZN icon
Amazon
AMZN
+$2.28M

Sector Composition

1 Technology 20.45%
2 Financials 10.55%
3 Consumer Discretionary 7.58%
4 Industrials 4.62%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 5.49%
332,803
-2,284
2
$25.6M 5.47%
121,603
-22,482
3
$25.1M 5.35%
432,327
+52
4
$22.4M 4.78%
50,080
-3,903
5
$15.7M 3.36%
318,253
+1,357
6
$14.9M 3.19%
199,546
+8,744
7
$13.6M 2.89%
+292,496
8
$10.9M 2.32%
109,300
-614
9
$10.5M 2.24%
12,355
-595
10
$9.18M 1.96%
13,971
-433
11
$9.16M 1.95%
20,758
+716
12
$9.02M 1.93%
12,280
-329
13
$8.96M 1.91%
418,512
+7,950
14
$8.8M 1.88%
33,527
-2,915
15
$8.73M 1.86%
161,510
+2,096
16
$8.66M 1.85%
42,823
-6,956
17
$8.61M 1.84%
58,391
+465
18
$8.57M 1.83%
32,044
+682
19
$7.54M 1.61%
59,308
+340
20
$7.5M 1.6%
21,778
-492
21
$7.29M 1.56%
7,130
-53
22
$7.05M 1.51%
41,126
-116
23
$6.73M 1.44%
34,165
-1,353
24
$6.51M 1.39%
13,933
-564
25
$6.2M 1.32%
12,007
-442
1
2 3 4 5