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
$124M
AUM Growth
-$800K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$911K
3
+$683K
4
KMI icon
Kinder Morgan
KMI
+$393K
5
PM icon
Philip Morris
PM
+$243K

Top Sells

1
+$2.4M
2
+$1.54M
3
+$693K
4
YUM icon
Yum! Brands
YUM
+$539K
5
KMI
KINDER MORGAN,INC
KMI
+$407K

Sector Composition

1 Technology 18.5%
2 Financials 14.78%
3 Healthcare 11.78%
4 Consumer Staples 9.27%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.44M 5.18%
465,300
-21,266
2
$5.35M 4.3%
193,372
-6,180
3
$5.15M 4.14%
79,008
-2,435
4
$4.23M 3.4%
68,080
-1,568
5
$3.97M 3.19%
91,224
-1,129
6
$3.75M 3.01%
43,399
-8,032
7
$3.48M 2.8%
30,185
-598
8
$3.45M 2.78%
22,797
+919
9
$3.45M 2.78%
15,438
-20
10
$3.09M 2.49%
36,160
-858
11
$3.02M 2.43%
54,701
-1,903
12
$2.9M 2.34%
26,867
-1,452
13
$2.89M 2.33%
68,470
-2,170
14
$2.69M 2.17%
44,263
-2,571
15
$2.65M 2.13%
42,353
-911
16
$2.56M 2.06%
24,517
-284
17
$2.55M 2.05%
82,787
-4,427
18
$2.53M 2.04%
28,063
-49
19
$2.51M 2.02%
6,600
-172
20
$2.51M 2.02%
27,448
+2,657
21
$2.49M 2%
31,935
-398
22
$2.49M 2%
24,117
-1,125
23
$2.49M 2%
21,194
-613
24
$2.48M 1.99%
+62,600
25
$2.45M 1.97%
29,163
-463
1
2 3