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
$150M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$595K
3
+$592K
4
UNP icon
Union Pacific
UNP
+$512K
5
WFC icon
Wells Fargo
WFC
+$288K

Top Sells

1
+$1.78M
2
+$927K
3
+$307K
4
QCOM icon
Qualcomm
QCOM
+$259K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$128K

Sector Composition

1 Technology 17.86%
2 Financials 14.95%
3 Healthcare 11.93%
4 Consumer Discretionary 8%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.28M 5.5%
494,772
+12,880
2
$7.47M 4.97%
193,928
+744
3
$4.84M 3.22%
64,952
-90
4
$4.52M 3%
+80,093
5
$4.19M 2.78%
43,857
-238
6
$4.02M 2.67%
73,704
-4,757
7
$3.99M 2.65%
44,866
-291
8
$3.92M 2.61%
30,149
-149
9
$3.67M 2.44%
81,508
+518
10
$3.64M 2.42%
75,600
-780
11
$3.44M 2.29%
24,351
-250
12
$3.43M 2.28%
13,661
-192
13
$3.38M 2.25%
32,138
-300
14
$3.37M 2.24%
25,456
-110
15
$3.27M 2.18%
7,324
-36
16
$3.27M 2.18%
47,124
+137
17
$3.27M 2.17%
59,278
+5,218
18
$3.24M 2.16%
20,706
-101
19
$3.15M 2.09%
42,743
-121
20
$3.08M 2.04%
33,666
-480
21
$3.08M 2.04%
26,516
+4,413
22
$3.02M 2.01%
27,184
-46
23
$3.01M 2%
61,780
+460
24
$3M 2%
25,173
+958
25
$2.99M 1.98%
17,475
+100
1
2 3