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AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
+1.91%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$636M
AUM Growth
+$37M
Cap. Flow
+$29.3M
Cap. Flow %
4.61%
Top 10 Hldgs %
38.16%
Holding
175
New
20
Increased
84
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.62M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.54M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$589K
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$482K
3
BX icon
Blackstone
BX
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 11.46%
3 Consumer Discretionary 6.12%
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
$371B
$868K 0.14%
2,630
+73
+3% +$24.7K
VBR icon
77
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$839K 0.13%
3,959
+183
+5% +$38.3K
SBUX icon
78
Starbucks
SBUX
$119B
$822K 0.13%
9,756
+1,768
+22% +$149K
SPYM
79
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$803K 0.13%
10,009
-138
-1% -$11K
FICO icon
80
Fair Isaac
FICO
$22.7B
$781K 0.12%
462
+121
+35% +$208K
CDNS icon
81
Cadence Design Systems
CDNS
$91.4B
$772K 0.12%
2,469
+417
+20% +$136K
BRK.A icon
82
Berkshire Hathaway Class A
BRK.A
$1.13T
$755K 0.12%
1
– –
SGOL icon
83
abrdn Physical Gold Shares ETF
SGOL
$7.49B
$744K 0.12%
18,123
+725
+4% +$28.7K
VT icon
84
Vanguard Total World Stock ETF
VT
$81.2B
$721K 0.11%
5,110
+1
+0% +$140
MU icon
85
Micron Technology
MU
$972B
$706K 0.11%
2,473
-424
-15% -$97.3K
IWF icon
86
iShares Russell 1000 Growth ETF
IWF
$127B
$684K 0.11%
5,780
+4
+0.1% +$474
TSM icon
87
TSMC
TSM
$2.17T
$682K 0.11%
2,243
+96
+4% +$28.2K
CAT icon
88
Caterpillar
CAT
$385B
$680K 0.11%
1,187
-33
-3% -$18.3K
XOM icon
89
ExxonMobil
XOM
$657B
$677K 0.11%
5,628
+842
+18% +$97.7K
TSLA icon
90
Tesla
TSLA
$1.31T
$664K 0.1%
1,476
+202
+16% +$89.5K
VIG icon
91
Vanguard Dividend Appreciation ETF
VIG
$114B
$660K 0.1%
3,001
-124
-4% -$27.1K
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$127B
$656K 0.1%
9,936
-211
-2% -$13.8K
EPD icon
93
Enterprise Products Partners
EPD
$82B
$643K 0.1%
20,048
-805
-4% -$25.5K
YUM icon
94
Yum! Brands
YUM
$39.7B
$627K 0.1%
4,143
+898
+28% +$133K
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$46B
$585K 0.09%
10,221
+368
+4% +$21K
TJX icon
96
TJX Companies
TJX
$175B
$561K 0.09%
3,652
– –
ORCL icon
97
Oracle
ORCL
$435B
$540K 0.08%
2,769
-433
-14% -$103K
VOE icon
98
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$539K 0.08%
3,041
+16
+0.5% +$2.8K
IVV icon
99
iShares Core S&P 500 ETF
IVV
$904B
$523K 0.08%
764
+122
+19% +$82.8K
SUSC icon
100
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$522K 0.08%
+22,320
New +$525K
2 3
4
5 6

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
VIM
Vancity Investment Management Vancouver, British Columbia, Canada $629M AUM 2.49% 1-Year Est. Return

American Money Management's Q4 2025 Portfolio in Review

As of Q4 2025, American Money Management held 175 positions worth $636M, up 6.2% from $599M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management deployed $29.3M of net new capital in Q4 2025, opening 20 new positions and adding to 84 existing holdings. Its largest new stake was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 20% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $589K trimmed.

  • American Money Management's largest Q4 2025 buy was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.
  • American Money Management added most to Apple in Q4 2025, an estimated $2.62M increase.
  • American Money Management's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $589K.
  • American Money Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $482K.
  • American Money Management's ten largest holdings make up 38% of its $636M portfolio in Q4 2025.
  • American Money Management opened 20 new positions and closed 9 in Q4 2025.
  • American Money Management's portfolio value rose 6.2% quarter-over-quarter to $636M.

Based on American Money Management's 13F filing for Q4 2025, filed 10 Feb 2026.