AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
+10.16%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$385M
AUM Growth
+$385M
(+8.9%)
Cap. Flow
-$422K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
34.14%
Holding
147
New
7
Increased
63
Reduced
53
Closed
7
Top Buys
| 1 |
iShares International Select Dividend ETF
IDV
|
$1.56M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$913K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$623K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$547K |
| 5 |
Lockheed Martin
LMT
|
$538K |
Top Sells
| 1 |
WD-40
WDFC
|
$1.57M |
| 2 |
Walt Disney
DIS
|
$994K |
| 3 |
NVIDIA
NVDA
|
$642K |
| 4 |
Duke Energy
DUK
|
$463K |
| 5 |
Amazon
AMZN
|
$417K |
Sector Composition
| 1 | Technology | 22.58% |
| 2 | Financials | 9.4% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Industrials | 5.3% |
| 5 | Consumer Staples | 4.31% |
