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
$527M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.72M
3
+$2.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.22M

Top Sells

1
+$960K
2
+$576K
3
+$532K
4
TPL icon
Texas Pacific Land
TPL
+$530K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$328K

Sector Composition

1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.74M 1.28%
13,168
+225
27
$6.68M 1.27%
21,382
+78
28
$6.65M 1.26%
253,881
+7,969
29
$6.65M 1.26%
63,575
+2,022
30
$6.62M 1.25%
42,885
+109
31
$6.31M 1.2%
14,129
+339
32
$6.27M 1.19%
37,827
+423
33
$6.22M 1.18%
26,340
+374
34
$5.81M 1.1%
42,793
+312
35
$5.74M 1.09%
12,484
+208
36
$5.67M 1.08%
8,557
+751
37
$5.49M 1.04%
23,049
+63
38
$5.17M 0.98%
29,962
+15,761
39
$5.13M 0.97%
52,333
-341
40
$4.77M 0.9%
30,839
-343
41
$4.69M 0.89%
8,813
-615
42
$4.13M 0.78%
26,893
-156
43
$4.08M 0.77%
19,767
+665
44
$4.06M 0.77%
27,105
+232
45
$3.95M 0.75%
23,136
+5,034
46
$3.94M 0.75%
4,770
-15
47
$3.85M 0.73%
75,337
-427
48
$3.73M 0.71%
19,602
-222
49
$3.03M 0.57%
5,957
+1,012
50
$3.01M 0.57%
96,977
+3,732
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