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
101
$485K 0.08%
2,897
-266
102
$482K 0.08%
19,121
-148
103
$466K 0.08%
4,074
+307
104
$446K 0.07%
21,001
105
$432K 0.07%
16,800
-150
106
$430K 0.07%
642
+17
107
$417K 0.07%
2,102
+35
108
$398K 0.07%
9,527
-741
109
$385K 0.06%
1,800
+1
110
$383K 0.06%
4,630
111
$383K 0.06%
3,714
-16
112
$376K 0.06%
1,922
-34
113
$372K 0.06%
6,505
-230
114
$368K 0.06%
+5,144
115
$363K 0.06%
2,335
-124
116
$358K 0.06%
11,205
+11
117
$351K 0.06%
2,286
+468
118
$348K 0.06%
2,466
+1
119
$335K 0.06%
1,126
-6
120
$333K 0.06%
+1,992
121
$313K 0.05%
2,500
122
$299K 0.05%
1,640
-20
123
$291K 0.05%
5,774
-1
124
$286K 0.05%
3,351
-100
125
$283K 0.05%
11,628
-2,234
3 4
5
6 7