AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.77M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$497K
5
COP icon
ConocoPhillips
COP
+$345K

Top Sells

1
+$3.42M
2
+$1.98M
3
+$1.64M
4
BK icon
Bank of New York Mellon
BK
+$922K
5
TAP icon
Molson Coors Class B
TAP
+$777K

Sector Composition

1 Technology 22.81%
2 Healthcare 9.93%
3 Financials 7.71%
4 Consumer Staples 7.68%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.5%
31,556
+10
27
$1.77M 1.5%
+32,660
28
$1.76M 1.5%
14,791
+323
29
$1.76M 1.49%
24,983
+4,906
30
$1.7M 1.44%
+16,102
31
$1.69M 1.43%
17,271
-311
32
$1.61M 1.37%
37,900
-3,455
33
$1.56M 1.33%
40,059
-9,240
34
$1.37M 1.16%
10,940
-96
35
$1.31M 1.12%
25,790
-4,400
36
$1.08M 0.92%
12,184
-1,599
37
$1.03M 0.88%
29,262
-67
38
$1.01M 0.86%
28,548
-26,125
39
$911K 0.77%
32,802
-402
40
$889K 0.76%
15,098
-13,200
41
$816K 0.69%
4,338
-263
42
$775K 0.66%
11,580
+275
43
$773K 0.66%
16,384
+2
44
$769K 0.65%
9,072
+81
45
$761K 0.65%
12,061
+229
46
$751K 0.64%
11,100
+4,910
47
$623K 0.53%
16,657
-75
48
$620K 0.53%
11,200
-160
49
$615K 0.52%
6,310
-255
50
$615K 0.52%
28,085
-1,170
1
2
3 4