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
$500M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.11M
3
+$1.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$984K

Top Sells

1
+$2.53M
2
+$2.07M
3
+$829K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$732K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$471K

Sector Composition

1 Technology 19.08%
2 Financials 10.45%
3 Consumer Discretionary 7.79%
4 Industrials 5.29%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.16%
4,137
-124
77
$781K 0.16%
11,576
-194
78
$767K 0.15%
3,874
+272
79
$767K 0.15%
1,971
+449
80
$717K 0.14%
5,110
81
$696K 0.14%
1,213
-28
82
$682K 0.14%
1,292
-893
83
$680K 0.14%
10,915
-114
84
$676K 0.14%
5,644
85
$662K 0.13%
11,129
-898
86
$648K 0.13%
25,715
-3,174
87
$608K 0.12%
1,620
+31
88
$603K 0.12%
2,135
-33
89
$569K 0.11%
10,696
-1,587
90
$569K 0.11%
3,391
+20
91
$545K 0.11%
1,394
-53
92
$534K 0.11%
3,629
+2,350
93
$484K 0.1%
2,786
+81
94
$479K 0.1%
4,619
+131
95
$454K 0.09%
3,253
96
$449K 0.09%
12,526
-620
97
$434K 0.09%
5,509
-654
98
$432K 0.09%
1,652
-180
99
$425K 0.09%
17,439
-233
100
$419K 0.08%
16,658
+50
2 3
4
5 6