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AMM
American Money Management Portfolio holdings
AUM
$632M
1-Year Est. Return
14.06%
This Fund
S&P 500
This Quarter
Est. Return
-0.86%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$632M
AUM Growth
-$4.36M
(-0.69%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
37.75%
Holding
173
New
7
Increased
56
Reduced
74
Closed
5
Top Buys
| 1 |
Honeywell
HON
|
+$2.59M |
| 2 |
Paychex
PAYX
|
+$2.24M |
| 3 |
S&P Global
SPGI
|
+$1.59M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.38M |
| 5 |
Intercontinental Exchange
ICE
|
+$1.37M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$767K |
| 2 |
Apple
AAPL
|
+$511K |
| 3 |
Applied Materials
AMAT
|
+$375K |
| 4 |
Vanguard Total Bond Market
BND
|
+$343K |
| 5 |
ASML
ASML
|
+$319K |
Sector Composition
| 1 | Technology | 17.66% |
| 2 | Financials | 10.68% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.33% |
| 5 | Communication Services | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$4.34T
| $8.31M | 1.31% |
28,881
-821
| -3% | -$258K |
|
27
iShares Core S&P Small-Cap ETF
IJR
$109B
| $8.29M | 1.31% |
66,693
+354
| +0.5% | +$45K |
|
28
Home Depot
HD
$336B
| $8.19M | 1.3% |
24,893
-165
| -0.7% | -$60.1K |
|
29
Meta Platforms (Facebook)
META
$1.69T
| $7.97M | 1.26% |
13,929
+70
| +0.5% | +$44.9K |
|
30
Intuit
INTU
$78.5B
| $7.8M | 1.23% |
18,036
+1,992
| +12% | +$950K |
|
31
Blackrock
BLK
$159B
| $7.77M | 1.23% |
8,074
-4
| -0% | -$4.21K |
|
32
Broadridge
BR
$17.2B
| $7.64M | 1.21% |
47,032
+5,428
| +13% | +$1.03M |
|
33
Marriott International
MAR
$95.7B
| $7.5M | 1.19% |
22,924
-135
| -0.6% | -$44.4K |
|
|
34
S&P Global
SPGI
$130B
| $7.05M | 1.12% |
16,582
+3,423
| +26% | +$1.59M |
|
35
McDonald's
MCD
$192B
| $7.04M | 1.11% |
22,665
+20
| +0.1% | +$6.37K |
|
36
Union Pacific
UNP
$172B
| $7M | 1.11% |
28,832
+227
| +0.8% | +$55.6K |
|
37
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $6.64M | 1.05% |
45,518
+667
| +1% | +$99.4K |
|
|
38
Paychex
PAYX
$39.3B
| $6.51M | 1.03% |
70,663
+22,674
| +47% | +$2.24M |
|
|
39
Intercontinental Exchange
ICE
$78.1B
| $6.49M | 1.03% |
41,282
+8,390
| +26% | +$1.37M |
|
40
State Street Technology Select Sector SPDR ETF
XLK
$120B
| $5.71M | 0.9% |
42,956
+1,261
| +3% | +$178K |
|
41
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
| $5.69M | 0.9% |
29,659
+820
| +3% | +$164K |
|
42
Amazon
AMZN
$2.64T
| $4.95M | 0.78% |
23,744
-40
| -0.2% | -$8.81K |
|
43
Domino's
DPZ
$10.2B
| $4.91M | 0.78% |
13,672
+411
| +3% | +$162K |
|
44
Eli Lilly
LLY
$1.03T
| $4.69M | 0.74% |
5,095
+23
| +0.5% | +$23.3K |
|
45
PepsiCo
PEP
$185B
| $4.42M | 0.7% |
28,448
-1,061
| -4% | -$165K |
|
|
46
NVIDIA
NVDA
$5.08T
| $4.33M | 0.69% |
24,851
-4,181
| -14% | -$767K |
|
47
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.8B
| $4.24M | 0.67% |
74,901
+569
| +0.8% | +$33K |
|
48
Qualcomm
QCOM
$188B
| $3.99M | 0.63% |
31,016
-204
| -0.7% | -$29.8K |
|
49
iShares International Select Dividend ETF
IDV
$8.19B
| $3.75M | 0.59% |
88,215
-4,258
| -5% | -$179K |
|
50
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.42M | 0.54% |
7,128
-325
| -4% | -$160K |
|
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