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
$122M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.31M
4
MA icon
Mastercard
MA
+$1.23M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$760K

Top Sells

1
+$1.84M
2
+$1.18M
3
+$1.03M
4
BK icon
Bank of New York Mellon
BK
+$1.01M
5
TAP icon
Molson Coors Class B
TAP
+$889K

Sector Composition

1 Technology 23.16%
2 Healthcare 10.49%
3 Financials 8.16%
4 Energy 7.7%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.49%
30,341
-1,215
27
$1.81M 1.48%
64,407
+3,866
28
$1.81M 1.48%
22,264
-1,133
29
$1.8M 1.47%
17,835
-555
30
$1.73M 1.41%
+50,768
31
$1.72M 1.4%
17,032
-239
32
$1.64M 1.34%
23,601
+748
33
$1.31M 1.07%
+24,860
34
$1.23M 1.01%
+16,788
35
$1.22M 1%
9,640
-1,300
36
$1.22M 1%
12,169
-15
37
$1.16M 0.95%
25,575
-215
38
$1.12M 0.92%
28,170
-11,889
39
$1.08M 0.89%
37,483
+4,681
40
$993K 0.81%
9,072
41
$919K 0.75%
11,580
42
$908K 0.74%
4,610
+272
43
$870K 0.71%
13,123
+1,062
44
$807K 0.66%
12,035
+935
45
$803K 0.66%
11,200
46
$783K 0.64%
16,384
47
$760K 0.62%
+4
48
$744K 0.61%
6,311
+1
49
$687K 0.56%
82,692
-141,699
50
$614K 0.5%
28,045
-40
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2
3 4