AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.54M
3
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

1
+$589K
2
+$482K
3
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

1 Technology 19.58%
2 Financials 11.46%
3 Consumer Discretionary 6.11%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGT icon
101
Target
TGT
$51.5B
$473K 0.07%
4,841
-727
IBDW icon
102
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.27B
$444K 0.07%
21,001
SCHB icon
103
Schwab US Broad Market ETF
SCHB
$38.7B
$441K 0.07%
16,800
IBDS icon
104
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$432K 0.07%
17,795
+6,167
HYXF icon
105
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$198M
$426K 0.07%
+9,024
VHT icon
106
Vanguard Health Care ETF
VHT
$17.8B
$421K 0.07%
1,463
-672
CVX icon
107
Chevron
CVX
$370B
$417K 0.07%
2,738
+403
DIS icon
108
Walt Disney
DIS
$188B
$412K 0.06%
3,619
-455
DDWM icon
109
WisdomTree Dynamic International Equity Fund
DDWM
$1.33B
$408K 0.06%
9,380
-147
HON icon
110
Honeywell
HON
$155B
$396K 0.06%
2,030
+49
IBDT icon
111
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.78B
$386K 0.06%
15,162
+6,100
ESGU icon
112
iShares ESG Aware MSCI USA ETF
ESGU
$15.6B
$385K 0.06%
+2,584
VDC icon
113
Vanguard Consumer Staples ETF
VDC
$8.31B
$381K 0.06%
1,802
+2
SPMD icon
114
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.5B
$377K 0.06%
6,505
SHEL icon
115
Shell
SHEL
$235B
$373K 0.06%
5,072
-72
IMCG icon
116
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.3B
$370K 0.06%
4,630
SCHG icon
117
Schwab US Large-Cap Growth ETF
SCHG
$50.4B
$366K 0.06%
11,224
+19
RTX icon
118
RTX Corp
RTX
$272B
$364K 0.06%
1,985
-7
CLS icon
119
Celestica
CLS
$31.9B
$355K 0.06%
1,200
+160
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$74.6B
$354K 0.06%
2,468
+2
IBDR icon
121
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.75B
$347K 0.05%
+14,325
WSM icon
122
Williams-Sonoma
WSM
$24.6B
$344K 0.05%
1,927
+5
BND icon
123
Vanguard Total Bond Market
BND
$152B
$343K 0.05%
+4,629
VBK icon
124
Vanguard Small-Cap Growth ETF
VBK
$21.3B
$334K 0.05%
1,104
-22
LOW icon
125
Lowe's Companies
LOW
$148B
$328K 0.05%
1,362
+238
3 4
5
6 7