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
$391M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$913K
3
+$752K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$555K
5
COST icon
Costco
COST
+$497K

Top Sells

1
+$4.03M
2
+$903K
3
+$622K
4
PXD
Pioneer Natural Resource Co.
PXD
+$552K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$367K

Sector Composition

1 Technology 21.92%
2 Financials 10.42%
3 Consumer Discretionary 7.62%
4 Industrials 4.81%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.29%
55,430
+113
27
$4.8M 1.23%
41,587
+531
28
$4.75M 1.21%
7,346
+148
29
$4.68M 1.2%
113,419
+811
30
$4.65M 1.19%
22,815
+606
31
$4.57M 1.17%
12,054
+1,172
32
$4.53M 1.16%
48,948
-77
33
$4.42M 1.13%
12,627
-1,049
34
$4.4M 1.12%
195,132
+9,387
35
$4.31M 1.1%
78,490
+42,298
36
$4.27M 1.09%
25,211
+77
37
$4.26M 1.09%
38,335
-96
38
$4.09M 1.05%
6,955
+202
39
$3.97M 1.02%
31,264
+640
40
$3.9M 1%
220,299
-5,017
41
$3.73M 0.95%
22,658
-5,492
42
$3.48M 0.89%
17,387
+28
43
$3.34M 0.85%
36,953
+10,103
44
$3.2M 0.82%
19,303
+61
45
$2.83M 0.72%
20,461
-15
46
$2.58M 0.66%
101,435
+1,400
47
$2.51M 0.64%
4,966
+190
48
$2.5M 0.64%
4,646
-6
49
$2.48M 0.63%
26,314
+1,864
50
$2.41M 0.62%
11,593
-169
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2
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