AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$6.89M
2 +$2.01M
3 +$540K
4
DD icon
DuPont de Nemours
DD
+$459K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$360K

Top Sells

1 +$588K
2 +$537K
3 +$495K
4
XOM icon
Exxon Mobil
XOM
+$399K
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 17.09%
2 Financials 14.7%
3 Healthcare 12.88%
4 Consumer Discretionary 8.73%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,524