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
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$1.2M
3
+$956K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$924K
5
SPGI icon
S&P Global
SPGI
+$874K

Top Sells

1
+$6.16M
2
+$441K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$366K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
101
Micron Technology
MU
$266B
$485K 0.08%
2,897
-266
IBDQ icon
102
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.51B
$482K 0.08%
19,121
-148
DIS icon
103
Walt Disney
DIS
$187B
$466K 0.08%
4,074
+307
IBDW icon
104
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.02B
$446K 0.07%
21,001
SCHB icon
105
Schwab US Broad Market ETF
SCHB
$38.3B
$432K 0.07%
16,800
-150
IVV icon
106
iShares Core S&P 500 ETF
IVV
$730B
$430K 0.07%
642
+17
HON icon
107
Honeywell
HON
$122B
$417K 0.07%
1,981
+33
DDWM icon
108
WisdomTree Dynamic International Equity Fund
DDWM
$1.03B
$398K 0.07%
9,527
-741
VDC icon
109
Vanguard Consumer Staples ETF
VDC
$7.32B
$385K 0.06%
1,800
+1
IMCG icon
110
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.11B
$383K 0.06%
4,630
WMT icon
111
Walmart
WMT
$881B
$383K 0.06%
3,714
-16
WSM icon
112
Williams-Sonoma
WSM
$21.5B
$376K 0.06%
1,922
-34
SPMD icon
113
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$372K 0.06%
6,505
-230
SHEL icon
114
Shell
SHEL
$211B
$368K 0.06%
+5,144
CVX icon
115
Chevron
CVX
$302B
$363K 0.06%
2,335
-124
SCHG icon
116
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$358K 0.06%
11,205
+11
PG icon
117
Procter & Gamble
PG
$346B
$351K 0.06%
2,286
+468
VYM icon
118
Vanguard High Dividend Yield ETF
VYM
$68.3B
$348K 0.06%
2,466
+1
VBK icon
119
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$335K 0.06%
1,126
-6
RTX icon
120
RTX Corp
RTX
$235B
$333K 0.06%
+1,992
CRUS icon
121
Cirrus Logic
CRUS
$6.14B
$313K 0.05%
2,500
PLTR icon
122
Palantir
PLTR
$401B
$299K 0.05%
1,640
-20
ENB icon
123
Enbridge
ENB
$106B
$291K 0.05%
5,774
-1
REGL icon
124
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.72B
$286K 0.05%
3,351
-100
IBDS icon
125
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$283K 0.05%
11,628
-2,234
3 4
5
6 7