AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
+8.4%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$351M
AUM Growth
+$351M
(+7%)
Cap. Flow
-$854K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
34.86%
Holding
137
New
6
Increased
60
Reduced
48
Closed
4
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$723K |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$672K |
| 3 |
Intuit
INTU
|
$532K |
| 4 |
Microsoft
MSFT
|
$406K |
| 5 |
Visa
V
|
$385K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.72M |
| 2 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$1.26M |
| 3 |
Texas Pacific Land
TPL
|
$1.22M |
| 4 |
Essex Property Trust
ESS
|
$370K |
| 5 |
Meta Platforms (Facebook)
META
|
$363K |
Sector Composition
| 1 | Technology | 18.54% |
| 2 | Financials | 10.65% |
| 3 | Consumer Discretionary | 7.56% |
| 4 | Industrials | 6.44% |
| 5 | Healthcare | 5.14% |
