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
$527M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.72M
3
+$2.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.22M

Top Sells

1
+$960K
2
+$576K
3
+$532K
4
TPL icon
Texas Pacific Land
TPL
+$530K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$328K

Sector Composition

1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.51%
24,784
-1,406
52
$2.66M 0.5%
10,286
-309
53
$2.64M 0.5%
36,706
54
$2.39M 0.45%
10,326
-661
55
$1.95M 0.37%
4,153
-173
56
$1.87M 0.36%
37,275
-619
57
$1.85M 0.35%
9,727
-12
58
$1.72M 0.33%
3,457
-1,929
59
$1.48M 0.28%
10,168
-141
60
$1.44M 0.27%
9,223
-4
61
$1.39M 0.26%
7,755
-225
62
$1.25M 0.24%
2,389
-19
63
$1.02M 0.19%
3,962
+5
64
$1.01M 0.19%
10,833
-24
65
$923K 0.18%
5,410
-890
66
$886K 0.17%
3,739
-16
67
$841K 0.16%
4,926
-184
68
$827K 0.16%
10,565
-386
69
$821K 0.16%
3,702
-252
70
$818K 0.16%
1,534
71
$803K 0.15%
2,192
72
$798K 0.15%
+1
73
$768K 0.15%
4,444
+14
74
$755K 0.14%
12,232
+127
75
$734K 0.14%
3,942
+14
1 2
3
4 5