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
$160M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$739K
3
+$512K
4
PM icon
Philip Morris
PM
+$356K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$261K

Top Sells

1
+$2.64M
2
+$1.4M
3
+$585K
4
NSC icon
Norfolk Southern
NSC
+$554K
5
WFC icon
Wells Fargo
WFC
+$442K

Sector Composition

1 Technology 18.37%
2 Financials 15.85%
3 Healthcare 13.07%
4 Consumer Discretionary 8.31%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.52M 5.32%
505,218
+8,298
2
$7.93M 4.95%
189,168
-3,624
3
$6.11M 3.81%
66,917
+1,936
4
$5.64M 3.52%
93,093
+12,182
5
$5.25M 3.28%
100,268
-8,438
6
$4.75M 2.97%
63,063
+2,276
7
$4.32M 2.7%
39,300
-3,365
8
$4.07M 2.54%
7,509
-211
9
$4.02M 2.51%
72,622
-881
10
$3.96M 2.47%
41,786
-2,577
11
$3.81M 2.38%
31,853
-74
12
$3.74M 2.33%
78,049
-1,364
13
$3.71M 2.32%
43,600
+1,731
14
$3.69M 2.31%
27,466
-1,060
15
$3.65M 2.28%
20,834
-3,341
16
$3.61M 2.25%
28,619
-1,537
17
$3.58M 2.23%
45,430
-1,393
18
$3.45M 2.16%
102,586
+3,935
19
$3.37M 2.1%
33,520
+943
20
$3.3M 2.06%
30,269
+1,401
21
$3.26M 2.03%
12,381
-895
22
$3.18M 1.99%
43,930
+1,167
23
$3.15M 1.97%
60,780
-400
24
$3.13M 1.96%
28,492
+998
25
$3.04M 1.9%
30,574
+3,578
1
2 3 4