AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
-0.35%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$354M
AUM Growth
+$354M
(+20%)
Cap. Flow
+$60.7M
Cap. Flow
% of AUM
17.17%
Top 10 Holdings %
Top 10 Hldgs %
34.02%
Holding
140
New
55
Increased
54
Reduced
24
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.61M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.6M |
| 3 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$3.74M |
| 4 |
Apple
AAPL
|
$3.54M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$2.87M |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$268K |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
$188K |
| 3 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$158K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$102K |
| 5 |
Intuit
INTU
|
$93.3K |
Sector Composition
| 1 | Technology | 20.73% |
| 2 | Financials | 9.99% |
| 3 | Consumer Discretionary | 8.37% |
| 4 | Industrials | 4.83% |
| 5 | Communication Services | 4.26% |
