AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.01M
3
+$540K
4
DD icon
DuPont de Nemours
DD
+$459K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$360K

Top Sells

1
+$588K
2
+$537K
3
+$495K
4
XOM icon
Exxon Mobil
XOM
+$399K
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 17.09%
2 Financials 14.7%
3 Healthcare 12.88%
4 Consumer Discretionary 8.73%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.55%
13,620
-2,195
52
$651K 0.41%
19,875
-2,735
53
$613K 0.39%
19,530
-120
54
$535K 0.34%
3,114
-893
55
$528K 0.33%
33,696
+1,875
56
$519K 0.33%
11,980
-160
57
$441K 0.28%
8,520
+500
58
$423K 0.27%
5,898
-805
59
$368K 0.23%
37,002
-2,298
60
$366K 0.23%
1,215
61
$321K 0.2%
5,715
62
$304K 0.19%
7,672
-268
63
$270K 0.17%
+3,702
64
$262K 0.17%
6,922
-5,702
65
$243K 0.15%
1,760
-11
66
$233K 0.15%
1,831
-103
67
$228K 0.14%
4,868
68
$224K 0.14%
6,550
+50
69
$212K 0.13%
2,456
-300
70
$202K 0.13%
5,587
-355
71
$150K 0.09%
11,657
72
$14K 0.01%
62
73
– –
-544
74
– –
-2,400
75
– –
-600
1 2
3
4