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
126
$260K 0.05%
2,917
+37
127
$258K 0.05%
2,800
128
$251K 0.04%
13,860
-300
129
$245K 0.04%
558
-19
130
$239K 0.04%
4,723
-443
131
$230K 0.04%
+9,062
132
$229K 0.04%
1,327
133
$226K 0.04%
+1,660
134
$226K 0.04%
+10,000
135
$226K 0.04%
1,309
136
$224K 0.04%
1,895
-661
137
$223K 0.04%
1,690
-292
138
$223K 0.04%
808
+30
139
$217K 0.04%
2,756
140
$211K 0.04%
+1,519
141
$201K 0.04%
2,265
-228
142
$131K 0.02%
12,045
-1,391
143
– –
-4,926
144
– –
-3,419
145
– –
-2,542
146
– –
-3,457
2 3 4 5
6