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
$527M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.72M
3
+$2.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.22M

Top Sells

1
+$960K
2
+$576K
3
+$532K
4
TPL icon
Texas Pacific Land
TPL
+$530K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$328K

Sector Composition

1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.13%
10,703
-355
77
$668K 0.13%
16,017
+3,353
78
$650K 0.12%
1,265
-17
79
$629K 0.12%
5,423
+1
80
$621K 0.12%
10,870
-1,208
81
$613K 0.12%
1,096
-40
82
$606K 0.12%
3,125
-30
83
$597K 0.11%
10,231
-59
84
$565K 0.11%
2,135
85
$550K 0.1%
1,522
-92
86
$544K 0.1%
18,258
+1,600
87
$543K 0.1%
5,203
+42
88
$536K 0.1%
3,338
-18
89
$530K 0.1%
4,459
+90
90
$526K 0.1%
1,721
-15
91
$512K 0.1%
3,253
92
$484K 0.09%
19,239
-140
93
$449K 0.09%
2,705
-81
94
$437K 0.08%
11,874
-13
95
$425K 0.08%
2,538
+488
96
$420K 0.08%
3,446
+10
97
$412K 0.08%
1,948
+11
98
$412K 0.08%
2,944
+249
99
$408K 0.08%
1,237
-98
100
$405K 0.08%
5,668
2 3
4
5 6