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
$513M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.54M
3
+$3.31M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.32M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Top Sells

1
+$5.05M
2
+$648K
3
+$604K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K
5
TPL icon
Texas Pacific Land
TPL
+$422K

Sector Composition

1 Technology 19.42%
2 Financials 10.27%
3 Consumer Discretionary 7.8%
4 Industrials 4.56%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.5%
36,706
+2,080
52
$2.55M 0.5%
93,245
+2,134
53
$2.46M 0.48%
4,945
+50
54
$2.36M 0.46%
10,987
+55
55
$2.21M 0.43%
4,326
-38
56
$2.12M 0.41%
14,201
+148
57
$2.02M 0.39%
9,739
-63
58
$1.88M 0.37%
37,894
-1,828
59
$1.76M 0.34%
9,227
-35
60
$1.68M 0.33%
10,309
-114
61
$1.5M 0.29%
7,980
+310
62
$1.22M 0.24%
2,408
+326
63
$1.15M 0.22%
6,300
-454
64
$1.12M 0.22%
10,857
-1,621
65
$1.07M 0.21%
3,957
+9
66
$953K 0.19%
2,192
+221
67
$950K 0.19%
3,954
-309
68
$885K 0.17%
5,110
69
$881K 0.17%
3,755
-47
70
$874K 0.17%
1,534
71
$810K 0.16%
10,951
-68,298
72
$778K 0.15%
3,928
-73
73
$773K 0.15%
4,143
+6
74
$762K 0.15%
11,058
-518
75
$750K 0.15%
4,430
-151
1 2
3
4 5