AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
-0.74%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$118M
AUM Growth
+$118M
(-3.4%)
Cap. Flow
-$2.29M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
35.38%
Holding
99
New
5
Increased
32
Reduced
33
Closed
5
Top Buys
| 1 |
Navient
NAVI
|
$1.46M |
| 2 |
Gilead Sciences
GILD
|
$1.19M |
| 3 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$659K |
| 4 |
Schwab International Equity ETF
SCHF
|
$354K |
| 5 |
Exxon Mobil
XOM
|
$329K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.89M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$760K |
| 3 |
Apple
AAPL
|
$569K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$562K |
| 5 |
Teva Pharmaceuticals
TEVA
|
$422K |
Sector Composition
| 1 | Technology | 20.98% |
| 2 | Healthcare | 12.05% |
| 3 | Financials | 9.28% |
| 4 | Consumer Staples | 7.62% |
| 5 | Energy | 7.46% |
