AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.19M
3
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

1
+$5.6M
2
+$428K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$794K 0.13%
1,192
+105
77
$790K 0.13%
1,289
-62
78
$788K 0.13%
3,776
-27
79
$754K 0.13%
1
80
$721K 0.12%
2,052
+9
81
$704K 0.12%
5,109
-314
82
$691K 0.12%
1,384
-12,336
83
$676K 0.11%
5,776
-148
84
$676K 0.11%
7,988
-32
85
$674K 0.11%
3,125
86
$662K 0.11%
10,147
-97
87
$652K 0.11%
20,853
+12,265
88
$640K 0.11%
17,398
-1,060
89
$600K 0.1%
2,147
+202
90
$582K 0.1%
1,220
+47
91
$567K 0.09%
1,274
-35
92
$563K 0.09%
9,853
-515
93
$554K 0.09%
2,135
94
$540K 0.09%
4,786
+449
95
$528K 0.09%
3,025
-313
96
$528K 0.09%
3,652
+216
97
$510K 0.09%
+341
98
$499K 0.08%
5,568
+324
99
$498K 0.08%
1,698
-148
100
$493K 0.08%
3,245
2 3
4
5 6