AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.31M
3
+$1.73M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M

Top Sells

1
+$3.84M
2
+$1.72M
3
+$841K
4
TPL icon
Texas Pacific Land
TPL
+$727K
5
COST icon
Costco
COST
+$463K

Sector Composition

1 Technology 19.02%
2 Financials 11.62%
3 Consumer Discretionary 6.38%
4 Industrials 5.32%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.8M 6.33%
609,532
+43,769
2
$32.6M 5.76%
409,941
+21,924
3
$29.7M 5.25%
59,664
-72
4
$23.1M 4.08%
112,545
-2,104
5
$20M 3.53%
258,330
+14,076
6
$19.7M 3.49%
346,125
+2,280
7
$19.3M 3.41%
409,638
+13,916
8
$13M 2.3%
126,493
+1,836
9
$12.4M 2.2%
35,033
+987
10
$11.8M 2.09%
20,999
+359
11
$11.5M 2.03%
39,656
-236
12
$11.3M 1.99%
11,371
-466
13
$11.3M 1.99%
31,953
-1,779
14
$11.1M 1.97%
455,693
+2,368
15
$10.8M 1.9%
65,951
+696
16
$10.5M 1.86%
13,380
-141
17
$10.5M 1.85%
185,973
-2,999
18
$10.1M 1.78%
33,085
-17
19
$9.64M 1.7%
13,059
+736
20
$9.62M 1.7%
52,811
-838
21
$9.21M 1.63%
35,775
+1,147
22
$8.81M 1.56%
24,041
+94
23
$8.66M 1.53%
35,638
+1,735
24
$7.96M 1.41%
7,585
+27
25
$7.59M 1.34%
40,871
-24
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