AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$913K
3
+$752K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$555K
5
COST icon
Costco
COST
+$497K

Top Sells

1
+$4.03M
2
+$903K
3
+$622K
4
PXD
Pioneer Natural Resource Co.
PXD
+$552K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.19%
29,329
+17
77
$723K 0.18%
1,584
78
$670K 0.17%
2,678
+422
79
$662K 0.17%
12,305
+721
80
$643K 0.16%
4,138
-600
81
$629K 0.16%
4,557
+50
82
$614K 0.16%
5,551
+257
83
$611K 0.16%
4,669
-344
84
$578K 0.15%
8,491
85
$549K 0.14%
11,000
+15
86
$546K 0.14%
3,333
+1
87
$535K 0.14%
5,745
+1
88
$510K 0.13%
2,168
89
$493K 0.13%
6,563
-625
90
$488K 0.12%
12,314
+21
91
$476K 0.12%
1,113
+9
92
$472K 0.12%
5,447
-170
93
$457K 0.12%
19,743
-1,080
94
$453K 0.12%
5,587
-1,019
95
$429K 0.11%
1,573
-57
96
$421K 0.11%
13,975
-215
97
$415K 0.11%
13,627
-119
98
$413K 0.11%
9,421
-442
99
$407K 0.1%
3,261
-88
100
$405K 0.1%
1,521
2 3
4
5 6