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
$513M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.54M
3
+$3.31M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.32M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Top Sells

1
+$5.05M
2
+$648K
3
+$604K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K
5
TPL icon
Texas Pacific Land
TPL
+$422K

Sector Composition

1 Technology 19.42%
2 Financials 10.27%
3 Consumer Discretionary 7.8%
4 Industrials 4.56%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.14%
12,105
+1,409
77
$698K 0.14%
5,161
+11
78
$695K 0.14%
12,078
+949
79
$691K 0.13%
1,282
-10
80
$666K 0.13%
1,136
-77
81
$648K 0.13%
1,614
-6
82
$641K 0.13%
10,290
-625
83
$637K 0.12%
5,422
-222
84
$618K 0.12%
3,155
-719
85
$557K 0.11%
12,664
+6,268
86
$550K 0.11%
2,786
87
$543K 0.11%
3,356
-35
88
$542K 0.11%
2,135
89
$532K 0.1%
4,033
-1,174
90
$509K 0.1%
10,100
-6,910
91
$508K 0.1%
+1,736
92
$485K 0.09%
19,379
-13,443
93
$484K 0.09%
1,335
-59
94
$475K 0.09%
2,050
95
$470K 0.09%
4,369
+1,493
96
$449K 0.09%
+2,695
97
$438K 0.09%
1,937
98
$436K 0.09%
3,253
99
$428K 0.08%
5,668
100
$426K 0.08%
1,054
-598
2 3
4
5 6