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
101
$371K 0.09%
6,500
102
$371K 0.09%
11,184
-626
103
$358K 0.09%
1,937
+218
104
$341K 0.09%
1,866
+2
105
$305K 0.08%
3,436
+325
106
$303K 0.08%
1,416
+1
107
$296K 0.08%
12,695
108
$296K 0.08%
3,407
+357
109
$291K 0.07%
16,004
+12
110
$288K 0.07%
2,757
-135
111
$282K 0.07%
16,950
112
$278K 0.07%
3,350
+40
113
$277K 0.07%
5,080
+140
114
$272K 0.07%
4,071
+24
115
$270K 0.07%
3,055
116
$268K 0.07%
1,589
+127
117
$266K 0.07%
1,280
118
$263K 0.07%
2,544
+4
119
$257K 0.07%
2,492
120
$256K 0.07%
854
+15
121
$243K 0.06%
3,211
+6
122
$240K 0.06%
882
-69
123
$239K 0.06%
3,430
+4
124
$239K 0.06%
1,327
125
$222K 0.06%
3,000
2 3 4
5
6