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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 | |
|---|---|---|---|---|---|---|
76
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
| $896K | 0.14% |
1,452
-58
| -4% | -$36.8K |
|
77
Cisco
CSCO
$469B
| $894K | 0.14% |
11,518
-476
| -4% | -$37.3K |
|
78
Starbucks
SBUX
$123B
| $892K | 0.14% |
9,957
+201
| +2% | +$19K |
|
79
Vanguard Small-Cap ETF
VB
$80.1B
| $890K | 0.14% |
3,396
-11
| -0.3% | -$2.98K |
|
80
Vanguard Small-Cap Value ETF
VBR
$36.8B
| $858K | 0.14% |
3,951
-8
| -0.2% | -$1.79K |
|
81
Invesco NASDAQ 100 ETF
QQQM
$99.6B
| $855K | 0.14% |
3,598
| – | – |
|
82
Caterpillar
CAT
$435B
| $841K | 0.13% |
1,187
| – | – |
|
83
Micron Technology
MU
$1.1T
| $838K | 0.13% |
2,481
+8
| +0.3% | +$3.13K |
|
84
abrdn Physical Gold Shares ETF
SGOL
$6.96B
| $826K | 0.13% |
18,513
+390
| +2% | +$18.1K |
|
85
TSMC
TSM
$2.2T
| $757K | 0.12% |
2,240
-3
| -0.1% | -$1.03K |
|
|
SPYM
86
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
| $753K | 0.12% |
9,833
-176
| -2% | -$14.1K |
|
87
Berkshire Hathaway Class A
BRK.A
$1.07T
| $718K | 0.11% |
1
| – | – |
|
88
Vanguard Total World Stock ETF
VT
$77.6B
| $707K | 0.11% |
5,110
| – | – |
|
89
UnitedHealth
UNH
$391B
| $673K | 0.11% |
2,487
-143
| -5% | -$42.6K |
|
90
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $645K | 0.1% |
9,546
-390
| -4% | -$27.1K |
|
91
Yum! Brands
YUM
$43.7B
| $644K | 0.1% |
4,143
| – | – |
|
92
Vanguard Dividend Appreciation ETF
VIG
$111B
| $643K | 0.1% |
2,991
-10
| -0.3% | -$2.23K |
|
93
Target
TGT
$61.5B
| $610K | 0.1% |
5,034
+193
| +4% | +$21.8K |
|
94
iShares Russell 1000 Growth ETF
IWF
$127B
| $597K | 0.09% |
5,604
-176
| -3% | -$20K |
|
95
Enterprise Products Partners
EPD
$82.7B
| $595K | 0.09% |
15,722
-4,326
| -22% | -$153K |
|
96
TJX Companies
TJX
$165B
| $583K | 0.09% |
3,652
| – | – |
|
97
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
| $578K | 0.09% |
10,189
-32
| -0.3% | -$1.86K |
|
98
Tesla
TSLA
$1.5T
| $567K | 0.09% |
1,525
+49
| +3% | +$20.2K |
|
99
Fair Isaac
FICO
$28.9B
| $559K | 0.09% |
524
+62
| +13% | +$85K |
|
100
Vanguard Mid-Cap Value ETF
VOE
$23.5B
| $555K | 0.09% |
3,010
-31
| -1% | -$5.79K |
|
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