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
$150M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$595K
3
+$592K
4
UNP icon
Union Pacific
UNP
+$512K
5
WFC icon
Wells Fargo
WFC
+$288K

Top Sells

1
+$1.78M
2
+$927K
3
+$307K
4
QCOM icon
Qualcomm
QCOM
+$259K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$128K

Sector Composition

1 Technology 17.86%
2 Financials 14.95%
3 Healthcare 11.93%
4 Consumer Discretionary 8%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.91%
29,232
+2,421
27
$2.87M 1.9%
84,595
+1,427
28
$2.73M 1.82%
45,564
-79
29
$2.61M 1.73%
33,904
-137
30
$2.6M 1.73%
28,593
-406
31
$2.35M 1.57%
189,950
-240
32
$2.33M 1.55%
20,866
-109
33
$2.29M 1.52%
15,691
+50
34
$2.27M 1.51%
19,625
-2,653
35
$2.21M 1.47%
26,929
-827
36
$2.16M 1.43%
92,782
-737
37
$2.08M 1.38%
20,420
+200
38
$1.95M 1.3%
45,023
+4,038
39
$1.66M 1.1%
99,303
-55,485
40
$1.58M 1.05%
13,875
+100
41
$1.57M 1.04%
13,871
-90
42
$1.52M 1.01%
18,815
+270
43
$1.29M 0.86%
15,873
+353
44
$1.27M 0.85%
5,030
-22
45
$1.12M 0.75%
24,895
+220
46
$1.11M 0.74%
12,379
47
$1.04M 0.69%
5,658
-95
48
$1.04M 0.69%
23,799
+13,576
49
$720K 0.48%
4,402
+121
50
$707K 0.47%
14,700
-320
1
2
3