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
$122M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.31M
4
MA icon
Mastercard
MA
+$1.23M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$760K

Top Sells

1
+$1.84M
2
+$1.18M
3
+$1.03M
4
BK icon
Bank of New York Mellon
BK
+$1.01M
5
TAP icon
Molson Coors Class B
TAP
+$889K

Sector Composition

1 Technology 23.16%
2 Healthcare 10.49%
3 Financials 8.16%
4 Energy 7.7%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.49%
24,152
52
$550K 0.45%
8,175
+3,940
53
$545K 0.45%
14,695
54
$534K 0.44%
+6,220
55
$526K 0.43%
24,910
56
$524K 0.43%
12,297
+258
57
$509K 0.42%
19,330
-196
58
$494K 0.4%
12,351
-211
59
$476K 0.39%
+5,743
60
$423K 0.35%
18,600
-2,030
61
$383K 0.31%
4,729
-280
62
$370K 0.3%
16,000
63
$361K 0.3%
4,380
+110
64
$356K 0.29%
8,485
65
$349K 0.29%
9,640
-993
66
$343K 0.28%
4,605
+50
67
$324K 0.27%
3,295
68
$323K 0.26%
4,660
69
$315K 0.26%
+8,675
70
$314K 0.26%
6,413
-474
71
$314K 0.26%
4,465
+799
72
$312K 0.26%
7,700
+100
73
$297K 0.24%
4,186
74
$292K 0.24%
2,284
+225
75
$286K 0.23%
20,000
1 2
3
4