AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.19M
3
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

1
+$5.6M
2
+$428K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.61M 1.44%
36,143
+505
27
$8.43M 1.41%
51,965
-846
28
$8.06M 1.35%
13,235
+71
29
$7.71M 1.29%
64,883
-40
30
$7.58M 1.26%
255,595
-339
31
$7.31M 1.22%
30,086
-49
32
$7.14M 1.19%
38,528
+34
33
$6.52M 1.09%
21,443
+80
34
$6.2M 1.04%
26,249
-144
35
$6.11M 1.02%
43,596
-274
36
$6.02M 1.01%
12,376
+1,796
37
$5.98M 1%
22,978
-217
38
$5.81M 0.97%
13,468
+60
39
$5.81M 0.97%
41,210
-536
40
$5.46M 0.91%
32,380
+758
41
$5.4M 0.9%
42,633
-79
42
$5.32M 0.89%
27,375
+283
43
$5.28M 0.88%
31,746
-1,146
44
$5.15M 0.86%
27,622
+1,404
45
$5.06M 0.84%
23,044
+908
46
$4.04M 0.67%
72,956
-1,279
47
$3.96M 0.66%
28,212
+622
48
$3.88M 0.65%
7,726
-729
49
$3.8M 0.63%
4,977
+205
50
$3.48M 0.58%
95,091
-4,429
1
2
3 4 5