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
$500M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.11M
3
+$1.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$984K

Top Sells

1
+$2.53M
2
+$2.07M
3
+$829K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$732K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$471K

Sector Composition

1 Technology 19.08%
2 Financials 10.45%
3 Consumer Discretionary 7.79%
4 Industrials 5.29%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.56%
+15,535
52
$2.75M 0.55%
91,111
-537
53
$2.53M 0.51%
4,895
-34
54
$2.35M 0.47%
9,802
-385
55
$2.26M 0.45%
14,053
-6
56
$2.13M 0.43%
4,364
+232
57
$2.11M 0.42%
10,423
-330
58
$2M 0.4%
39,722
-2,940
59
$1.97M 0.39%
10,932
-470
60
$1.96M 0.39%
34,626
61
$1.58M 0.32%
7,670
-120
62
$1.55M 0.31%
9,262
-779
63
$1.22M 0.24%
2,082
-48
64
$1.2M 0.24%
12,478
-789
65
$1.15M 0.23%
6,754
-50
66
$1.04M 0.21%
3,948
+6
67
$1.01M 0.2%
4,263
-32
68
$945K 0.19%
5,207
-1,042
69
$945K 0.19%
3,802
-24
70
$874K 0.17%
1,534
71
$863K 0.17%
17,010
-14,423
72
$824K 0.16%
32,822
-5,215
73
$803K 0.16%
4,001
-167
74
$803K 0.16%
5,150
-269
75
$800K 0.16%
4,581
-7
1 2
3
4 5