AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.31M
4
MA icon
Mastercard
MA
+$1.23M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$760K

Top Sells

1
+$1.84M
2
+$1.18M
3
+$1.03M
4
BK icon
Bank of New York Mellon
BK
+$1.01M
5
TAP icon
Molson Coors Class B
TAP
+$889K

Sector Composition

1 Technology 23.16%
2 Healthcare 10.49%
3 Financials 8.16%
4 Energy 7.7%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 10.77%
166,128
+230
2
$5.53M 4.52%
72,181
-5,410
3
$5.09M 4.16%
128,973
-1,854
4
$3.88M 3.17%
166,944
-2,232
5
$3.82M 3.12%
231,384
-1,272
6
$3.66M 3%
18,716
-728
7
$3.02M 2.48%
72,533
-1,886
8
$2.78M 2.27%
26,572
-1,027
9
$2.63M 2.15%
20,882
-1,614
10
$2.59M 2.12%
49,323
-1,700
11
$2.52M 2.06%
192,890
-5,320
12
$2.42M 1.98%
11,650
+73
13
$2.41M 1.98%
72,241
-2,264
14
$2.4M 1.96%
41,663
+4,117
15
$2.36M 1.93%
44,982
-1,050
16
$2.13M 1.74%
37,698
+70
17
$2.11M 1.72%
23,592
-695
18
$2.05M 1.67%
19,872
+85
19
$2.04M 1.67%
23,740
-1,243
20
$2M 1.63%
32,725
+65
21
$1.98M 1.62%
124,684
+111,944
22
$1.89M 1.55%
65,752
-4,285
23
$1.89M 1.55%
45,548
+7,648
24
$1.87M 1.53%
14,342
-449
25
$1.82M 1.49%
15,835
-267
1
2 3 4