American Money Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.63M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$5.75M |
| 3 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$3.74M |
| 4 |
Apple
AAPL
|
+$3.68M |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$2.93M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$269K |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
+$192K |
| 3 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$163K |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$104K |
| 5 |
Intuit
INTU
|
+$93.2K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.73% |
| 2 | Financials | 9.99% |
| 3 | Consumer Discretionary | 8.37% |
| 4 | Industrials | 4.83% |
| 5 | Communication Services | 4.26% |
Similar funds
American Money Management's Q3 2021 Portfolio in Review
As of Q3 2021, American Money Management held 140 positions worth $354M, up 20% from $295M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
American Money Management deployed $62M of net new capital in Q3 2021, opening 55 new positions and adding to 54 existing holdings. Its largest new stake was iShares 0-5 Year Investment Grade Corporate Bond ETF: 72,272 shares worth $3.73M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares 0-5 Year TIPS Bond ETF, an estimated $269K trimmed.
- American Money Management's largest Q3 2021 buy was iShares 0-5 Year Investment Grade Corporate Bond ETF: 72,272 shares worth $3.73M.
- American Money Management added most to Vanguard Short-Term Corporate Bond ETF in Q3 2021, an estimated $6.63M increase.
- American Money Management's biggest Q3 2021 reduction was iShares 0-5 Year TIPS Bond ETF, cutting an estimated $269K.
- American Money Management's ten largest holdings make up 34% of its $354M portfolio in Q3 2021.
- American Money Management opened 55 new positions and closed 0 in Q3 2021.
- American Money Management's portfolio value rose 20% quarter-over-quarter to $354M.
Based on American Money Management's 13F filing for Q3 2021, filed 12 Nov 2021.