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
$160M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$739K
3
+$512K
4
PM icon
Philip Morris
PM
+$356K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$261K

Top Sells

1
+$2.64M
2
+$1.4M
3
+$585K
4
NSC icon
Norfolk Southern
NSC
+$554K
5
WFC icon
Wells Fargo
WFC
+$442K

Sector Composition

1 Technology 18.37%
2 Financials 15.85%
3 Healthcare 13.07%
4 Consumer Discretionary 8.31%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 1.88%
55,707
-3,372
27
$3M 1.87%
+55,796
28
$2.88M 1.8%
118,255
+21,027
29
$2.88M 1.8%
31,559
-1,256
30
$2.87M 1.79%
21,147
-4,079
31
$2.79M 1.74%
17,845
-298
32
$2.73M 1.71%
44,375
-904
33
$2.69M 1.68%
209,490
+14,440
34
$2.03M 1.27%
20,270
-50
35
$1.94M 1.21%
43,896
+1,692
36
$1.88M 1.17%
25,213
-883
37
$1.63M 1.02%
92,307
-5,985
38
$1.56M 0.98%
13,365
-946
39
$1.42M 0.89%
15,900
+75
40
$1.39M 0.87%
8,716
-8,764
41
$1.39M 0.87%
13,975
42
$1.33M 0.83%
24,895
43
$1.29M 0.81%
15,699
+1,101
44
$1.28M 0.8%
27,242
+5,545
45
$1.23M 0.77%
16,940
+1,300
46
$1.22M 0.76%
4,587
+163
47
$1.18M 0.74%
11,350
-1,099
48
$1.05M 0.65%
5,258
-195
49
$1.01M 0.63%
18,165
+4,040
50
$747K 0.47%
13,099
-358
1
2
3 4