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
$513M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.54M
3
+$3.31M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.32M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Top Sells

1
+$5.05M
2
+$648K
3
+$604K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K
5
TPL icon
Texas Pacific Land
TPL
+$422K

Sector Composition

1 Technology 19.42%
2 Financials 10.27%
3 Consumer Discretionary 7.8%
4 Industrials 4.56%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.7M 1.31%
13,790
27
$6.41M 1.25%
22,986
-112
28
$6.4M 1.25%
53,168
+194
29
$6.18M 1.2%
21,304
+64
30
$6.07M 1.19%
12,943
+65
31
$6M 1.17%
42,776
-4
32
$5.92M 1.16%
25,966
+330
33
$5.9M 1.15%
31,182
+27
34
$5.61M 1.09%
42,481
+1,011
35
$5.41M 1.06%
7,806
+151
36
$5.41M 1.06%
37,404
+3,148
37
$5.15M 1.01%
12,276
+120
38
$4.81M 0.94%
52,674
-18
39
$4.44M 0.87%
19,102
+770
40
$4.35M 0.85%
19,824
-124
41
$4.27M 0.83%
9,428
-176
42
$4.16M 0.81%
27,049
-42
43
$4.09M 0.8%
26,873
+738
44
$3.87M 0.76%
75,764
-1,596
45
$3.69M 0.72%
4,785
-2
46
$3.52M 0.69%
26,190
-258
47
$3.22M 0.63%
18,102
+2,567
48
$2.87M 0.56%
17,209
+566
49
$2.8M 0.55%
5,386
+24
50
$2.8M 0.55%
10,595
-139
1
2
3 4 5