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
$566M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.31M
3
+$1.73M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M

Top Sells

1
+$3.84M
2
+$1.72M
3
+$841K
4
TPL icon
Texas Pacific Land
TPL
+$727K
5
COST icon
Costco
COST
+$463K

Sector Composition

1 Technology 19.02%
2 Financials 11.62%
3 Consumer Discretionary 6.38%
4 Industrials 5.32%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.13%
3,803
-139
77
$735K 0.13%
8,020
-44,313
78
$729K 0.13%
1
79
$708K 0.13%
3,236
+292
80
$697K 0.12%
5,423
81
$672K 0.12%
1,087
-9
82
$670K 0.12%
+7,177
83
$640K 0.11%
3,125
84
$635K 0.11%
10,244
+13
85
$630K 0.11%
+2,043
86
$629K 0.11%
1,481
-41
87
$589K 0.1%
10,368
-502
88
$582K 0.1%
18,458
+200
89
$569K 0.1%
1,846
+125
90
$549K 0.1%
3,338
91
$530K 0.09%
2,135
92
$517K 0.09%
5,244
+41
93
$485K 0.09%
19,269
+30
94
$481K 0.09%
3,245
-8
95
$468K 0.08%
4,337
-122
96
$467K 0.08%
3,767
+10
97
$455K 0.08%
1,173
-64
98
$454K 0.08%
1,948
99
$442K 0.08%
+21,001
100
$441K 0.08%
1,945
-760
2 3
4
5 6