AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.24M
3
+$1.59M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M
5
ICE icon
Intercontinental Exchange
ICE
+$1.37M

Top Sells

1
+$767K
2
+$511K
3
+$375K
4
BND icon
Vanguard Total Bond Market
BND
+$343K
5
ASML icon
ASML
ASML
+$319K

Sector Composition

1 Technology 17.66%
2 Financials 10.68%
3 Consumer Discretionary 5.93%
4 Industrials 5.33%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
101
Chevron
CVX
$365B
$550K 0.09%
2,657
-81
IBDW icon
102
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.38B
$440K 0.07%
21,001
SUSC icon
103
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.44B
$436K 0.07%
18,837
-3,483
IBDS icon
104
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$431K 0.07%
17,797
+2
SHEL icon
105
Shell
SHEL
$233B
$428K 0.07%
4,599
-473
SCHB icon
106
Schwab US Broad Market ETF
SCHB
$43.2B
$422K 0.07%
16,800
HYXF icon
107
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$206M
$418K 0.07%
9,024
SHYG icon
108
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$412K 0.07%
+9,736
IVV icon
109
iShares Core S&P 500 ETF
IVV
$844B
$409K 0.06%
626
-138
ESGU icon
110
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$407K 0.06%
2,879
+295
VDC icon
111
Vanguard Consumer Staples ETF
VDC
$7.85B
$405K 0.06%
1,804
+2
VHT icon
112
Vanguard Health Care ETF
VHT
$16.6B
$398K 0.06%
1,463
RTX icon
113
RTX Corp
RTX
$241B
$387K 0.06%
2,005
+20
SPMD icon
114
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$385K 0.06%
6,505
IBDT icon
115
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.88B
$383K 0.06%
15,104
-58
DDWM icon
116
WisdomTree Dynamic International Equity Fund
DDWM
$1.4B
$381K 0.06%
8,647
-733
IMCG icon
117
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.75B
$365K 0.06%
4,630
ENB icon
118
Enbridge
ENB
$121B
$364K 0.06%
6,718
CRUS icon
119
Cirrus Logic
CRUS
$8.82B
$362K 0.06%
2,500
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$78.5B
$354K 0.06%
2,391
-77
ET icon
121
Energy Transfer Partners
ET
$66.8B
$349K 0.06%
18,089
+1,350
DIS icon
122
Walt Disney
DIS
$180B
$349K 0.06%
3,619
IBDR icon
123
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.62B
$347K 0.06%
14,325
AMD icon
124
Advanced Micro Devices
AMD
$845B
$347K 0.05%
1,706
+249
CLS icon
125
Celestica
CLS
$40.4B
$338K 0.05%
1,200
3 4
5
6 7