AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.11M
3
+$1.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$984K

Top Sells

1
+$2.53M
2
+$2.07M
3
+$829K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$732K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$471K

Sector Composition

1 Technology 19.08%
2 Financials 10.45%
3 Consumer Discretionary 7.79%
4 Industrials 5.29%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.72M 1.34%
242,628
+10,677
27
$6.47M 1.29%
21,240
-75
28
$6.43M 1.29%
52,974
+1,324
29
$6.38M 1.28%
7,655
+525
30
$6.32M 1.26%
25,636
+3
31
$5.89M 1.18%
41,470
-17,838
32
$5.74M 1.15%
23,098
+3,526
33
$5.74M 1.15%
42,780
+152
34
$5.55M 1.11%
34,256
-44
35
$5.23M 1.05%
12,156
+149
36
$5.17M 1.03%
31,155
-248
37
$5.14M 1.03%
52,692
-880
38
$5.14M 1.03%
79,249
-2,545
39
$4.61M 0.92%
27,091
-418
40
$4.44M 0.89%
26,135
-233
41
$4.42M 0.88%
9,604
-33
42
$4.24M 0.85%
4,787
+30
43
$4.14M 0.83%
18,332
+4,314
44
$4.09M 0.82%
77,360
+2,320
45
$3.72M 0.74%
19,948
-456
46
$3.32M 0.66%
5,362
-17
47
$3.21M 0.64%
26,448
+1,572
48
$3.14M 0.63%
16,643
+4,109
49
$2.83M 0.57%
10,734
-158
50
$2.81M 0.56%
4,916
+126
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