AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
-1.84%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$391M
AUM Growth
+$391M
(-2.4%)
Cap. Flow
+$722K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
36.82%
Holding
139
New
1
Increased
72
Reduced
42
Closed
10
Top Buys
| 1 |
Charles Schwab
SCHW
|
$2.32M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$913K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$752K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$555K |
| 5 |
Costco
COST
|
$497K |
Top Sells
| 1 |
Essex Property Trust
ESS
|
$4.03M |
| 2 |
American Tower
AMT
|
$903K |
| 3 |
Norfolk Southern
NSC
|
$622K |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$552K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$367K |
Sector Composition
| 1 | Technology | 21.92% |
| 2 | Financials | 10.42% |
| 3 | Consumer Discretionary | 7.62% |
| 4 | Industrials | 4.81% |
| 5 | Healthcare | 4.69% |
