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
126
$222K 0.06%
1,963
+213
127
$221K 0.06%
9,194
-1,200
128
$2.52K ﹤0.01%
+15
129
– –
-5,475
130
– –
-17,202
131
– –
-9,151
132
– –
-6,327
133
– –
-2,187
134
– –
-2,800
135
– –
-1,335
136
– –
-2,664
137
– –
-6,342
138
– –
-2,662
2 3 4 5
6