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
$187M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.05M
3
+$975K
4
QCOM icon
Qualcomm
QCOM
+$636K
5
SLB icon
SLB Ltd
SLB
+$600K

Top Sells

1
+$2.66M
2
+$2.41M
3
+$803K
4
FOXA icon
Fox Class A
FOXA
+$762K
5
UNP icon
Union Pacific
UNP
+$619K

Sector Composition

1 Technology 19.17%
2 Financials 15.2%
3 Consumer Discretionary 10.67%
4 Healthcare 9.34%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$154K 0.08%
11,435
77
$86K 0.05%
+1,200
78
$8K ﹤0.01%
62
79
– –
-117,397
80
– –
-2,456
81
– –
-5,432
82
– –
-20,754
83
– –
-1,756
1 2 3
4