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
$150M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$595K
3
+$592K
4
UNP icon
Union Pacific
UNP
+$512K
5
WFC icon
Wells Fargo
WFC
+$288K

Top Sells

1
+$1.78M
2
+$927K
3
+$307K
4
QCOM icon
Qualcomm
QCOM
+$259K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$128K

Sector Composition

1 Technology 17.86%
2 Financials 14.95%
3 Healthcare 11.93%
4 Consumer Discretionary 8%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.46%
13,686
52
$663K 0.44%
42,498
+4,974
53
$595K 0.4%
+11,415
54
$521K 0.35%
10,860
55
$496K 0.33%
20,640
56
$467K 0.31%
46,686
+1,500
57
$441K 0.29%
6,317
-15
58
$391K 0.26%
1,250
-80
59
$380K 0.25%
11,298
-150
60
$376K 0.25%
2,556
-873
61
$341K 0.23%
17,775
-978
62
$335K 0.22%
750
63
$316K 0.21%
2,534
+7
64
$292K 0.19%
7,535
-300
65
$268K 0.18%
14,968
66
$266K 0.18%
5,365
+1,095
67
$254K 0.17%
4,727
+1,001
68
$226K 0.15%
2,766
69
$215K 0.14%
+7,257
70
$204K 0.14%
2,975
71
$204K 0.14%
1,705
72
$33K 0.02%
62
73
– –
-20,770
1 2
3