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
$159M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.01M
3
+$540K
4
DD icon
DuPont de Nemours
DD
+$459K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$360K

Top Sells

1
+$588K
2
+$537K
3
+$495K
4
XOM icon
Exxon Mobil
XOM
+$399K
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 17.09%
2 Financials 14.7%
3 Healthcare 12.88%
4 Consumer Discretionary 8.73%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.95M 5.01%
81,061
+70,293
2
$7.79M 4.91%
549,886
+2,004
3
$6.88M 4.34%
67,788
-1,528
4
$6.54M 4.12%
165,748
-7,348
5
$4.69M 2.96%
92,225
-9,736
6
$4.64M 2.93%
100,689
+2,145
7
$4.21M 2.65%
101,667
-1,289
8
$4.21M 2.65%
32,595
+653
9
$4.04M 2.54%
41,346
+3,200
10
$3.97M 2.5%
43,019
-179
11
$3.84M 2.42%
41,823
-1,100
12
$3.68M 2.32%
27,877
+1,359
13
$3.66M 2.31%
20,617
-193
14
$3.63M 2.29%
33,059
-961
15
$3.6M 2.27%
26,083
-749
16
$3.48M 2.19%
54,032
-1,135
17
$3.47M 2.19%
61,008
-9,434
18
$3.46M 2.18%
18,316
+2,864
19
$3.42M 2.16%
54,764
-4,589
20
$3.39M 2.14%
30,698
-93
21
$3.39M 2.14%
51,997
+1,935
22
$3.36M 2.12%
43,733
-1,086
23
$3.33M 2.1%
69,257
-3,071
24
$2.98M 1.88%
27,618
+4,255
25
$2.95M 1.86%
7,515
+16
1
2 3 4