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AMM
American Money Management Portfolio holdings
AUM
$632M
1-Year Est. Return
14.06%
This Fund
S&P 500
This Quarter
Est. Return
-0.86%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$632M
AUM Growth
-$4.36M
(-0.69%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
37.75%
Holding
173
New
7
Increased
56
Reduced
74
Closed
5
Top Buys
| 1 |
Honeywell
HON
|
+$2.59M |
| 2 |
Paychex
PAYX
|
+$2.24M |
| 3 |
S&P Global
SPGI
|
+$1.59M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.38M |
| 5 |
Intercontinental Exchange
ICE
|
+$1.37M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$767K |
| 2 |
Apple
AAPL
|
+$511K |
| 3 |
Applied Materials
AMAT
|
+$375K |
| 4 |
Vanguard Total Bond Market
BND
|
+$343K |
| 5 |
ASML
ASML
|
+$319K |
Sector Composition
| 1 | Technology | 17.66% |
| 2 | Financials | 10.68% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.33% |
| 5 | Communication Services | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Honeywell
HON
$71B
| $3.03M | 0.48% |
13,384
+11,354
| +559% | +$2.59M |
|
52
Wells Fargo
WFC
$269B
| $2.95M | 0.47% |
37,106
-75
| -0.2% | -$6.44K |
|
|
53
Applied Materials
AMAT
$475B
| $2.95M | 0.47% |
8,617
-1,116
| -11% | -$375K |
|
54
Vanguard Mid-Cap ETF
VO
$107B
| $2.82M | 0.45% |
39,264
-60
| -0.2% | -$4.46K |
|
55
Cheniere Energy
LNG
$55.4B
| $2.47M | 0.39% |
8,697
-195
| -2% | -$45K |
|
56
Invesco QQQ Trust
QQQ
$482B
| $2.21M | 0.35% |
3,830
-87
| -2% | -$52.9K |
|
57
NXP Semiconductors
NXPI
$72.6B
| $1.67M | 0.26% |
8,481
-283
| -3% | -$62.7K |
|
58
Broadcom
AVGO
$1.86T
| $1.47M | 0.23% |
4,759
+53
| +1% | +$17.4K |
|
59
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
| $1.33M | 0.21% |
26,371
-6
| -0% | -$304 |
|
60
Norfolk Southern
NSC
$73.4B
| $1.31M | 0.21% |
4,559
| – | – |
|
61
Texas Instruments
TXN
$279B
| $1.24M | 0.2% |
6,396
-15
| -0.2% | -$3.04K |
|
|
SCHW
62
Charles Schwab
SCHW
$179B
| $1.21M | 0.19% |
12,894
-10
| -0.1% | -$981 |
|
63
Capital One
COF
$128B
| $1.19M | 0.19% |
6,496
-177
| -3% | -$37K |
|
64
Ulta Beauty
ULTA
$20.1B
| $1.16M | 0.18% |
2,227
-129
| -5% | -$82.1K |
|
65
Lockheed Martin
LMT
$121B
| $1.12M | 0.18% |
1,859
-72
| -4% | -$44.4K |
|
66
Cadence Design Systems
CDNS
$104B
| $1.12M | 0.18% |
4,042
+1,573
| +64% | +$469K |
|
67
Vanguard Large-Cap ETF
VV
$52.8B
| $1.12M | 0.18% |
3,745
-116
| -3% | -$36.3K |
|
68
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.35B
| $1.05M | 0.17% |
+11,000
| New | +$1.07M |
|
69
Uber
UBER
$150B
| $1.05M | 0.17% |
14,577
+2,758
| +23% | +$212K |
|
70
Bank of America
BAC
$428B
| $1.02M | 0.16% |
20,836
-1,087
| -5% | -$56.1K |
|
71
Vanguard Russell 1000 Growth ETF
VONG
$44.3B
| $987K | 0.16% |
8,994
-253
| -3% | -$29.6K |
|
72
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $945K | 0.15% |
1,453
-139
| -9% | -$94.5K |
|
73
Palo Alto Networks
PANW
$284B
| $933K | 0.15% |
5,821
-169
| -3% | -$28.4K |
|
74
Vanguard Value ETF
VTV
$188B
| $916K | 0.15% |
4,670
+14
| +0.3% | +$2.8K |
|
75
ExxonMobil
XOM
$601B
| $899K | 0.14% |
5,298
-330
| -6% | -$48.2K |
|
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