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
$118M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.77M
3
+$1.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$497K
5
COP icon
ConocoPhillips
COP
+$345K

Top Sells

1
+$3.42M
2
+$1.98M
3
+$1.64M
4
BK icon
Bank of New York Mellon
BK
+$922K
5
TAP icon
Molson Coors Class B
TAP
+$777K

Sector Composition

1 Technology 22.81%
2 Healthcare 9.93%
3 Financials 7.71%
4 Consumer Staples 7.68%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.46%
24,152
+235
52
$535K 0.45%
19,526
-440
53
$527K 0.45%
24,910
-535
54
$497K 0.42%
+12,039
55
$474K 0.4%
12,562
+1
56
$462K 0.39%
14,695
-2,100
57
$410K 0.35%
20,630
-2,740
58
$396K 0.34%
5,009
-1,825
59
$365K 0.31%
16,000
60
$350K 0.3%
4,660
+300
61
$329K 0.28%
10,633
62
$328K 0.28%
6,887
+47
63
$318K 0.27%
8,485
-740
64
$311K 0.26%
7,600
-100
65
$301K 0.26%
3,295
66
$300K 0.26%
4,270
67
$296K 0.25%
3,000
68
$296K 0.25%
4,555
-315
69
$286K 0.24%
4,918
+18
70
$271K 0.23%
6,400
71
$268K 0.23%
3,152
72
$265K 0.23%
4,810
-470
73
$255K 0.22%
2,059
-4
74
$255K 0.22%
+4,235
75
$246K 0.21%
4,186
+180
1 2
3
4