AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
-3.34%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$376M
AUM Growth
+$376M
(-2.4%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
34.39%
Holding
145
New
5
Increased
67
Reduced
40
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.17M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.42M |
| 3 |
Domino's
DPZ
|
$2.2M |
| 4 |
Broadridge
BR
|
$1.56M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.07M |
Top Sells
| 1 |
Yum! Brands
YUM
|
$2.38M |
| 2 |
Walt Disney
DIS
|
$815K |
| 3 |
Meta Platforms (Facebook)
META
|
$692K |
| 4 |
Apple
AAPL
|
$647K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$381K |
Sector Composition
| 1 | Technology | 21.48% |
| 2 | Financials | 9.48% |
| 3 | Consumer Discretionary | 7.72% |
| 4 | Industrials | 6.11% |
| 5 | Healthcare | 4.57% |
