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
$124M
AUM Growth
-$800K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$911K
3
+$683K
4
KMI icon
Kinder Morgan
KMI
+$393K
5
PM icon
Philip Morris
PM
+$243K

Top Sells

1
+$2.4M
2
+$1.54M
3
+$693K
4
YUM icon
Yum! Brands
YUM
+$539K
5
KMI
KINDER MORGAN,INC
KMI
+$407K

Sector Composition

1 Technology 18.5%
2 Financials 14.78%
3 Healthcare 11.78%
4 Consumer Staples 9.27%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.43%
6,332
-40
52
$505K 0.41%
13,480
+1,000
53
$454K 0.37%
31,257
-258
54
$450K 0.36%
11,660
-62,200
55
$433K 0.35%
20,760
+210
56
$413K 0.33%
46,548
+72
57
$393K 0.32%
+18,978
58
$379K 0.3%
1,335
-195
59
$368K 0.3%
4,740
60
$352K 0.28%
11,643
-419
61
$326K 0.26%
6,115
-527
62
$301K 0.24%
8,095
-3,700
63
$295K 0.24%
3,181
-666
64
$288K 0.23%
785
65
$288K 0.23%
8,056
+517
66
$271K 0.22%
19,010
-1,200
67
$208K 0.17%
5,722
-273
68
$201K 0.16%
6,257
+5
69
$198K 0.16%
3,566
-343
70
$195K 0.16%
+2,695
71
– –
-32,416
72
– –
-2,058
73
– –
-1,588
74
– –
-17,598
1 2
3