AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.19M
3
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

1
+$5.6M
2
+$428K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.1M 6.19%
629,869
+20,337
2
$33.7M 5.62%
421,503
+11,562
3
$31.1M 5.18%
59,953
+289
4
$28.7M 4.78%
112,599
+54
5
$20.6M 3.44%
264,333
+6,003
6
$20.3M 3.39%
338,773
-7,352
7
$20.2M 3.37%
424,946
+15,308
8
$13.5M 2.26%
130,810
+4,317
9
$12.5M 2.08%
39,535
-121
10
$12.2M 2.04%
35,745
+712
11
$12.1M 2.01%
21,226
+227
12
$11.8M 1.96%
446,269
-9,424
13
$11.3M 1.88%
65,900
-51
14
$10.9M 1.82%
33,224
+139
15
$10.9M 1.82%
36,167
+392
16
$10.8M 1.81%
44,448
+26,254
17
$10.8M 1.8%
183,341
-2,632
18
$10.4M 1.74%
11,275
-96
19
$10.1M 1.68%
14,780
+1,400
20
$9.98M 1.67%
13,591
+532
21
$9.86M 1.64%
31,677
-276
22
$9.84M 1.64%
24,294
+253
23
$9.54M 1.59%
41,211
+340
24
$8.81M 1.47%
7,554
-31
25
$8.78M 1.47%
9,072
+359
1
2 3 4 5