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
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$1.2M
3
+$956K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$924K
5
SPGI icon
S&P Global
SPGI
+$874K

Top Sells

1
+$6.16M
2
+$441K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$366K
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
WFC icon
51
Wells Fargo
WFC
$269B
$3.09M 0.52%
36,860
+284
VO icon
52
Vanguard Mid-Cap ETF
VO
$89.4B
$2.98M 0.5%
10,141
-137
QQQ icon
53
Invesco QQQ Trust
QQQ
$405B
$2.55M 0.43%
4,242
+178
LNG icon
54
Cheniere Energy
LNG
$44.9B
$2.25M 0.37%
9,562
-389
NXPI icon
55
NXP Semiconductors
NXPI
$49.1B
$2.14M 0.36%
9,380
-66
AMAT icon
56
Applied Materials
AMAT
$201B
$2.09M 0.35%
10,204
-336
SLQD icon
57
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$1.45M 0.24%
28,549
-1,199
AVGO icon
58
Broadcom
AVGO
$1.9T
$1.44M 0.24%
4,350
+1,367
ULTA icon
59
Ulta Beauty
ULTA
$24.2B
$1.29M 0.22%
2,364
+48
PANW icon
60
Palo Alto Networks
PANW
$133B
$1.28M 0.21%
6,267
+797
VV icon
61
Vanguard Large-Cap ETF
VV
$47.4B
$1.22M 0.2%
3,967
+5
TXN icon
62
Texas Instruments
TXN
$153B
$1.15M 0.19%
6,235
-1,158
VONG icon
63
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$1.14M 0.19%
9,475
-401
NSC icon
64
Norfolk Southern
NSC
$65.5B
$1.12M 0.19%
3,722
-17
BAC icon
65
Bank of America
BAC
$392B
$1.11M 0.19%
21,506
+5,394
COF icon
66
Capital One
COF
$139B
$1M 0.17%
4,721
-4
SCHW icon
67
Charles Schwab
SCHW
$165B
$959K 0.16%
10,049
+35
MDY icon
68
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$902K 0.15%
1,513
-13
ORCL icon
69
Oracle
ORCL
$576B
$901K 0.15%
3,202
-34
VB icon
70
Vanguard Small-Cap ETF
VB
$69.3B
$894K 0.15%
3,517
-178
UNH icon
71
UnitedHealth
UNH
$299B
$883K 0.15%
2,557
-177
CSCO icon
72
Cisco
CSCO
$304B
$869K 0.15%
12,697
+256
UBER icon
73
Uber
UBER
$182B
$856K 0.14%
8,742
+1,565
VTV icon
74
Vanguard Value ETF
VTV
$153B
$827K 0.14%
4,437
+14
SPYM
75
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.1B
$795K 0.13%
10,147
-333
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3
4 5