AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.54M
3
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

1
+$589K
2
+$482K
3
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

1 Technology 19.58%
2 Financials 11.46%
3 Consumer Discretionary 6.11%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
Wells Fargo
WFC
$252B
$3.47M 0.54%
37,181
+321
VO icon
52
Vanguard Mid-Cap ETF
VO
$96.4B
$2.85M 0.45%
9,831
-310
AMAT icon
53
Applied Materials
AMAT
$295B
$2.5M 0.39%
9,733
-471
QQQ icon
54
Invesco QQQ Trust
QQQ
$397B
$2.41M 0.38%
3,917
-325
NXPI icon
55
NXP Semiconductors
NXPI
$57.1B
$1.9M 0.3%
8,764
-616
LNG icon
56
Cheniere Energy
LNG
$50.7B
$1.73M 0.27%
8,892
-670
AVGO icon
57
Broadcom
AVGO
$1.52T
$1.63M 0.26%
4,706
+356
COF icon
58
Capital One
COF
$122B
$1.62M 0.25%
6,673
+1,952
ULTA icon
59
Ulta Beauty
ULTA
$30.4B
$1.43M 0.22%
2,356
-8
SLQD icon
60
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$1.34M 0.21%
26,377
-2,172
NSC icon
61
Norfolk Southern
NSC
$70.7B
$1.32M 0.21%
4,559
+837
SCHW icon
62
Charles Schwab
SCHW
$169B
$1.29M 0.2%
12,904
+2,855
VV icon
63
Vanguard Large-Cap ETF
VV
$47.4B
$1.22M 0.19%
3,861
-106
BAC icon
64
Bank of America
BAC
$359B
$1.21M 0.19%
21,923
+417
VONG icon
65
Vanguard Russell 1000 Growth ETF
VONG
$36.6B
$1.13M 0.18%
9,247
-228
TXN icon
66
Texas Instruments
TXN
$193B
$1.11M 0.17%
6,411
+176
PANW icon
67
Palo Alto Networks
PANW
$122B
$1.1M 0.17%
5,990
-277
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$1.09M 0.17%
1,592
+400
UBER icon
69
Uber
UBER
$155B
$966K 0.15%
11,819
+3,077
LMT icon
70
Lockheed Martin
LMT
$151B
$934K 0.15%
1,931
+547
CSCO icon
71
Cisco
CSCO
$314B
$924K 0.15%
11,994
-703
MDY icon
72
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
$911K 0.14%
1,510
-3
QQQM icon
73
Invesco NASDAQ 100 ETF
QQQM
$71.4B
$910K 0.14%
+3,598
VTV icon
74
Vanguard Value ETF
VTV
$171B
$889K 0.14%
4,656
+219
VB icon
75
Vanguard Small-Cap ETF
VB
$73.8B
$879K 0.14%
3,407
-110
1 2
3
4 5