AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.19M
3
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

1
+$5.6M
2
+$428K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.52%
36,860
+284
52
$2.98M 0.5%
40,564
-548
53
$2.55M 0.43%
4,242
+178
54
$2.25M 0.37%
9,562
-389
55
$2.14M 0.36%
9,380
-66
56
$2.09M 0.35%
10,204
-336
57
$1.45M 0.24%
28,549
-1,199
58
$1.44M 0.24%
4,350
+1,367
59
$1.29M 0.22%
2,364
+48
60
$1.28M 0.21%
6,267
+797
61
$1.22M 0.2%
3,967
+5
62
$1.15M 0.19%
6,235
-1,158
63
$1.14M 0.19%
9,475
-401
64
$1.12M 0.19%
3,722
-17
65
$1.11M 0.19%
21,506
+5,394
66
$1M 0.17%
4,721
-4
67
$959K 0.16%
10,049
+35
68
$902K 0.15%
1,513
-13
69
$901K 0.15%
3,202
-34
70
$894K 0.15%
3,517
-178
71
$883K 0.15%
2,557
-177
72
$869K 0.15%
12,697
+256
73
$856K 0.14%
8,742
+1,565
74
$827K 0.14%
4,437
+14
75
$795K 0.13%
10,147
-333
1 2
3
4 5