AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
+5.13%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$401M
AUM Growth
+$401M
(+6.5%)
Cap. Flow
+$8.18M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
36.9%
Holding
139
New
7
Increased
56
Reduced
57
Closed
1
Top Buys
| 1 |
ASML
ASML
|
$2.09M |
| 2 |
Charles Schwab
SCHW
|
$1.72M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11M |
| 4 |
Thermo Fisher Scientific
TMO
|
$960K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$850K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.45M |
| 2 |
Norfolk Southern
NSC
|
$606K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$307K |
| 4 |
Apple
AAPL
|
$244K |
| 5 |
Essex Property Trust
ESS
|
$182K |
Sector Composition
| 1 | Technology | 22.61% |
| 2 | Financials | 9.8% |
| 3 | Consumer Discretionary | 7.53% |
| 4 | Industrials | 5.04% |
| 5 | Healthcare | 4.36% |
