AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.31M
3
+$1.73M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M

Top Sells

1
+$3.84M
2
+$1.72M
3
+$841K
4
TPL icon
Texas Pacific Land
TPL
+$727K
5
COST icon
Costco
COST
+$463K

Sector Composition

1 Technology 19.02%
2 Financials 11.62%
3 Consumer Discretionary 6.38%
4 Industrials 5.32%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.18M 1.27%
255,934
+2,053
27
$7.1M 1.25%
64,923
+1,348
28
$6.98M 1.23%
8,713
+156
29
$6.58M 1.16%
13,164
-4
30
$6.35M 1.12%
13,720
-409
31
$6.34M 1.12%
23,195
+146
32
$6.24M 1.1%
21,363
-19
33
$6.21M 1.1%
42,712
-173
34
$6.07M 1.07%
26,393
+53
35
$6.04M 1.07%
13,408
+924
36
$5.95M 1.05%
43,870
+1,077
37
$5.88M 1.04%
38,494
+667
38
$5.8M 1.03%
31,622
+1,660
39
$5.58M 0.99%
10,580
+4,623
40
$5.31M 0.94%
30,135
-704
41
$5.29M 0.93%
41,746
+2,212
42
$5.24M 0.93%
32,892
+5,999
43
$4.95M 0.88%
27,092
+3,956
44
$4.86M 0.86%
22,136
+2,534
45
$4.14M 0.73%
26,218
+1,434
46
$4.11M 0.73%
8,455
-358
47
$3.89M 0.69%
74,235
-1,102
48
$3.72M 0.66%
4,772
+2
49
$3.64M 0.64%
27,590
+485
50
$3.43M 0.61%
99,520
+2,543
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