AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.54M
3
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

1
+$589K
2
+$482K
3
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

1 Technology 19.58%
2 Financials 11.46%
3 Consumer Discretionary 6.11%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$285B
$868K 0.14%
2,630
+73
VBR icon
77
Vanguard Small-Cap Value ETF
VBR
$34.2B
$839K 0.13%
3,959
+183
SBUX icon
78
Starbucks
SBUX
$112B
$822K 0.13%
9,756
+1,768
SPYM
79
State Street SPDR Portfolio S&P 500 ETF
SPYM
$131B
$803K 0.13%
10,009
-138
FICO icon
80
Fair Isaac
FICO
$23.9B
$781K 0.12%
462
+121
CDNS icon
81
Cadence Design Systems
CDNS
$80.7B
$772K 0.12%
2,469
+417
BRK.A icon
82
Berkshire Hathaway Class A
BRK.A
$1.03T
$755K 0.12%
1
SGOL icon
83
abrdn Physical Gold Shares ETF
SGOL
$8.27B
$744K 0.12%
18,123
+725
VT icon
84
Vanguard Total World Stock ETF
VT
$67B
$721K 0.11%
5,110
+1
MU icon
85
Micron Technology
MU
$525B
$706K 0.11%
2,473
-424
IWF icon
86
iShares Russell 1000 Growth ETF
IWF
$121B
$684K 0.11%
1,445
+1
TSM icon
87
TSMC
TSM
$1.97T
$682K 0.11%
2,243
+96
CAT icon
88
Caterpillar
CAT
$370B
$680K 0.11%
1,187
-33
XOM icon
89
Exxon Mobil
XOM
$620B
$677K 0.11%
5,628
+842
TSLA icon
90
Tesla
TSLA
$1.37T
$664K 0.1%
1,476
+202
VIG icon
91
Vanguard Dividend Appreciation ETF
VIG
$103B
$660K 0.1%
3,001
-124
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$113B
$656K 0.1%
9,936
-211
EPD icon
93
Enterprise Products Partners
EPD
$80.5B
$643K 0.1%
20,048
-805
YUM icon
94
Yum! Brands
YUM
$44.6B
$627K 0.1%
4,143
+898
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$585K 0.09%
10,221
+368
TJX icon
96
TJX Companies
TJX
$177B
$561K 0.09%
3,652
ORCL icon
97
Oracle
ORCL
$469B
$540K 0.08%
2,769
-433
VOE icon
98
Vanguard Mid-Cap Value ETF
VOE
$22B
$539K 0.08%
3,041
+16
IVV icon
99
iShares Core S&P 500 ETF
IVV
$764B
$523K 0.08%
764
+122
SUSC icon
100
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.4B
$522K 0.08%
+22,320
2 3
4
5 6