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
$124M
AUM Growth
-$800K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$911K
3
+$683K
4
KMI icon
Kinder Morgan
KMI
+$393K
5
PM icon
Philip Morris
PM
+$243K

Top Sells

1
+$2.4M
2
+$1.54M
3
+$693K
4
YUM icon
Yum! Brands
YUM
+$539K
5
KMI
KINDER MORGAN,INC
KMI
+$407K

Sector Composition

1 Technology 18.5%
2 Financials 14.78%
3 Healthcare 11.78%
4 Consumer Staples 9.27%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.83%
21,527
+1,524
27
$2.22M 1.79%
21,417
-1,123
28
$2.17M 1.74%
20,700
-580
29
$2.14M 1.72%
69,988
-4,010
30
$2.12M 1.71%
32,479
-1,655
31
$1.99M 1.6%
17,280
-150
32
$1.93M 1.55%
22,107
-966
33
$1.83M 1.47%
15,785
+515
34
$1.73M 1.39%
27,275
-8,508
35
$1.67M 1.34%
68,840
-3,811
36
$1.56M 1.26%
139,700
-10,380
37
$1.54M 1.24%
20,605
-290
38
$1.36M 1.09%
18,955
-1,065
39
$1.27M 1.02%
34,707
-1,057
40
$1.18M 0.95%
13,971
+561
41
$1.1M 0.89%
14,561
-189
42
$1.09M 0.88%
15,652
-444
43
$1.07M 0.86%
4,766
-142
44
$998K 0.8%
24,095
+4,445
45
$960K 0.77%
5,893
-90
46
$946K 0.76%
12,969
-1,180
47
$911K 0.73%
+9,294
48
$683K 0.55%
+26,165
49
$592K 0.48%
4,416
+80
50
$574K 0.46%
14,038
+2,207
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