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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
-0.86%
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
$632M
AUM Growth
-$4.36M
Cap. Flow
+$13.9M
Cap. Flow %
2.2%
Top 10 Hldgs %
37.75%
Holding
173
New
7
Increased
56
Reduced
74
Closed
5

Top Buys

1
HON icon
Honeywell
HON
+$2.59M
2
PAYX icon
Paychex
PAYX
+$2.24M
3
SPGI icon
S&P Global
SPGI
+$1.59M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M
5
ICE icon
Intercontinental Exchange
ICE
+$1.37M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$767K
2
AAPL icon
Apple
AAPL
+$511K
3
AMAT icon
Applied Materials
AMAT
+$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
$362B
$550K 0.09%
2,657
-81
-3% -$14.8K
IBDW icon
102
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$440K 0.07%
21,001
– –
SUSC icon
103
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$436K 0.07%
18,837
-3,483
-16% -$81.4K
IBDS icon
104
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$431K 0.07%
17,797
+2
+0% +$49
SHEL icon
105
Shell
SHEL
$235B
$428K 0.07%
4,599
-473
-9% -$38.2K
SCHB icon
106
Schwab US Broad Market ETF
SCHB
$43.5B
$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
New +$416K
IVV icon
109
iShares Core S&P 500 ETF
IVV
$891B
$409K 0.06%
626
-138
-18% -$94.2K
ESGU icon
110
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$407K 0.06%
2,879
+295
+11% +$43.6K
VDC icon
111
Vanguard Consumer Staples ETF
VDC
$7.91B
$405K 0.06%
1,804
+2
+0.1% +$458
VHT icon
112
Vanguard Health Care ETF
VHT
$17.8B
$398K 0.06%
1,463
– –
RTX icon
113
RTX Corp
RTX
$267B
$387K 0.06%
2,005
+20
+1% +$3.98K
SPMD icon
114
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$385K 0.06%
6,505
– –
IBDT icon
115
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.03B
$383K 0.06%
15,104
-58
-0.4% -$1.48K
DDWM icon
116
WisdomTree Dynamic International Equity Fund
DDWM
$1.46B
$381K 0.06%
8,647
-733
-8% -$33.1K
IMCG icon
117
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.97B
$365K 0.06%
4,630
– –
ENB icon
118
Enbridge
ENB
$121B
$364K 0.06%
6,718
– –
CRUS icon
119
Cirrus Logic
CRUS
$7.26B
$362K 0.06%
2,500
– –
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$80.6B
$354K 0.06%
2,391
-77
-3% -$11.6K
ET icon
121
Energy Transfer Partners
ET
$69.5B
$349K 0.06%
18,089
+1,350
+8% +$24.7K
DIS icon
122
Walt Disney
DIS
$166B
$349K 0.06%
3,619
– –
IBDR icon
123
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$347K 0.06%
14,325
– –
AMD icon
124
Advanced Micro Devices
AMD
$907B
$347K 0.05%
1,706
+249
+17% +$53.2K
CLS icon
125
Celestica
CLS
$40.1B
$338K 0.05%
1,200
– –
3 4
5
6 7

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CFS
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SWP
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WAAG
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SFS
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RFA
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SWM
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