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
$116M
AUM Growth
-$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$937K
3 +$600K
4
COP icon
ConocoPhillips
COP
+$575K
5
KMI
KINDER MORGAN,INC
KMI
+$342K

Sector Composition

1 Technology 22.34%
2 Healthcare 12.14%
3 Financials 10.22%
4 Consumer Staples 7.63%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.2%
2,821
77
$229K 0.2%
2,014
-270
78
$223K 0.19%
4,700
79
$222K 0.19%
10,270
-72,422
80
$217K 0.19%
5,979
-41
81
$166K 0.14%
15,000
82
$140K 0.12%
6,000
-400
83
$133K 0.11%
11,451
-1,500
84
$109K 0.09%
10,685
-72,007
85
$64K 0.06%
25,100
86
-16,900
87
-2,614
88
-3,124
89
-5,944
90
-4,386
91
-4,785
92
-24,785