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
$391M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$913K
3
+$752K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$555K
5
COST icon
Costco
COST
+$497K

Top Sells

1
+$4.03M
2
+$903K
3
+$622K
4
PXD
Pioneer Natural Resource Co.
PXD
+$552K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$367K

Sector Composition

1 Technology 21.92%
2 Financials 10.42%
3 Consumer Discretionary 7.62%
4 Industrials 4.81%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 8.14%
424,068
+7,383
2
$25.1M 6.41%
146,488
-520
3
$17.1M 4.36%
54,016
+193
4
$16.2M 4.14%
281,015
+13,060
5
$13.1M 3.34%
299,193
-45
6
$9.48M 2.42%
97,844
+756
7
$8.33M 2.13%
36,236
+535
8
$7.86M 2.01%
19,862
+272
9
$7.62M 1.95%
12,534
+117
10
$7.55M 1.93%
14,768
+68
11
$7.4M 1.89%
13,106
+880
12
$7.37M 1.88%
50,835
+181
13
$7.34M 1.88%
145,761
+2,322
14
$7.21M 1.84%
59,741
+2,665
15
$6.85M 1.75%
59,543
+2,764
16
$6.62M 1.69%
31,187
+720
17
$6.61M 1.69%
392,061
+21,570
18
$6.53M 1.67%
21,611
+1,229
19
$6.4M 1.63%
35,730
-198
20
$6.32M 1.61%
48,259
+505
21
$6.1M 1.56%
40,903
+2,072
22
$5.57M 1.42%
13,624
+783
23
$5.5M 1.41%
12,505
+215
24
$5.5M 1.41%
20,889
-57
25
$5.31M 1.36%
34,104
-54
1
2 3 4 5