AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.31M
3
+$1.73M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M

Top Sells

1
+$3.84M
2
+$1.72M
3
+$841K
4
TPL icon
Texas Pacific Land
TPL
+$727K
5
COST icon
Costco
COST
+$463K

Sector Composition

1 Technology 19.02%
2 Financials 11.62%
3 Consumer Discretionary 6.38%
4 Industrials 5.32%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.57%
18,194
+8,971
52
$2.93M 0.52%
36,576
-130
53
$2.88M 0.51%
10,278
-8
54
$2.42M 0.43%
9,951
-375
55
$2.24M 0.4%
4,064
-89
56
$2.06M 0.36%
9,446
-281
57
$1.93M 0.34%
10,540
+372
58
$1.53M 0.27%
7,393
-362
59
$1.5M 0.27%
29,748
-7,527
60
$1.13M 0.2%
3,962
61
$1.12M 0.2%
5,470
+60
62
$1.08M 0.19%
2,316
+124
63
$1.08M 0.19%
9,876
-957
64
$1.01M 0.18%
+4,725
65
$957K 0.17%
3,739
66
$914K 0.16%
10,014
-551
67
$876K 0.15%
3,695
-7
68
$864K 0.15%
1,526
-8
69
$863K 0.15%
12,441
+209
70
$853K 0.15%
2,734
+345
71
$822K 0.15%
2,983
+445
72
$782K 0.14%
4,423
-21
73
$767K 0.14%
1,351
+86
74
$762K 0.13%
16,112
+95
75
$762K 0.13%
10,480
-223
1 2
3
4 5