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
$391M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$913K
3
+$752K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$555K
5
COST icon
Costco
COST
+$497K

Top Sells

1
+$4.03M
2
+$903K
3
+$622K
4
PXD
Pioneer Natural Resource Co.
PXD
+$552K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$367K

Sector Composition

1 Technology 21.92%
2 Financials 10.42%
3 Consumer Discretionary 7.62%
4 Industrials 4.81%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.59%
11,796
-3,160
52
$2.29M 0.59%
45,651
-1,638
53
$2.15M 0.55%
44,818
-2,680
54
$2.02M 0.52%
46,440
+2,290
55
$1.8M 0.46%
4,916
+227
56
$1.76M 0.45%
14,976
+54
57
$1.54M 0.39%
4,290
-10
58
$1.48M 0.38%
15,051
-50
59
$1.46M 0.37%
35,841
+25
60
$1.45M 0.37%
10,977
+559
61
$1.42M 0.36%
8,930
-60
62
$1.37M 0.35%
12,628
-31
63
$1.3M 0.33%
53,500
-1,470
64
$1.19M 0.3%
16,501
-62
65
$1.13M 0.29%
44,678
+32
66
$1.06M 0.27%
2,093
+107
67
$1.03M 0.26%
7,741
+20
68
$977K 0.25%
14,276
-266
69
$958K 0.24%
2,438
-435
70
$934K 0.24%
2,337
71
$832K 0.21%
4,401
-257
72
$776K 0.2%
15,431
-558
73
$769K 0.2%
3,932
+6
74
$759K 0.19%
4,760
-78
75
$735K 0.19%
13,730
+401
1 2
3
4 5