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
101
$424K 0.08%
3,436
-10
102
$418K 0.07%
+7,256
103
$416K 0.07%
1,309
+150
104
$407K 0.07%
10,268
-1,606
105
$404K 0.07%
16,950
106
$394K 0.07%
1,799
+2
107
$390K 0.07%
3,163
-1,325
108
$388K 0.07%
625
-25
109
$371K 0.07%
4,630
-1,038
110
$366K 0.06%
6,735
-181
111
$365K 0.06%
3,730
112
$352K 0.06%
2,459
+219
113
$336K 0.06%
+13,862
114
$329K 0.06%
2,465
+701
115
$327K 0.06%
11,194
+11
116
$319K 0.06%
1,956
+9
117
$318K 0.06%
+1,080
118
$313K 0.06%
1,132
-60
119
$307K 0.05%
+7,103
120
$304K 0.05%
1,375
-240
121
$290K 0.05%
1,818
+4
122
$281K 0.05%
3,451
+92
123
$266K 0.05%
8,588
+2,000
124
$262K 0.05%
5,775
125
$261K 0.05%
2,500
2 3 4
5
6