AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.01M
3
+$540K
4
DD icon
DuPont de Nemours
DD
+$459K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$360K

Top Sells

1
+$588K
2
+$537K
3
+$495K
4
XOM icon
Exxon Mobil
XOM
+$399K
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 17.09%
2 Financials 14.7%
3 Healthcare 12.88%
4 Consumer Discretionary 8.73%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.86%
56,340
-3,580
27
$2.84M 1.79%
11,367
-298
28
$2.72M 1.71%
65,447
+3,431
29
$2.68M 1.69%
216,900
+3,870
30
$2.68M 1.69%
71,732
-4,704
31
$2.64M 1.66%
17,649
-498
32
$2.3M 1.45%
108,200
-10,511
33
$2.24M 1.41%
33,516
-584
34
$2.04M 1.29%
22,799
-620
35
$2.01M 1.27%
+40,027
36
$1.66M 1.04%
62,607
-2,486
37
$1.64M 1.03%
21,820
+2,000
38
$1.43M 0.9%
24,190
-1,225
39
$1.38M 0.87%
6,738
+1,765
40
$1.36M 0.86%
18,633
-352
41
$1.36M 0.86%
20,628
-8,934
42
$1.28M 0.81%
19,048
-1,337
43
$1.27M 0.8%
12,340
-1,075
44
$1.27M 0.8%
79,257
-1,719
45
$1.2M 0.76%
37,108
+692
46
$1.18M 0.75%
4,705
-6
47
$1.08M 0.68%
13,846
-15
48
$1.07M 0.67%
8,136
-435
49
$913K 0.58%
9,660
-1,600
50
$905K 0.57%
13,269
-5,844
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