AMM
American Money Management Portfolio holdings
AUM
$566M
1-Year Return
15.08%
This Quarter Return
+6.76%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$479M
AUM Growth
+$35.8M
(+8.1%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
35.34%
Holding
140
New
5
Increased
42
Reduced
76
Closed
2
Top Buys
| 1 |
Marriott International Class A Common Stock
MAR
|
$2.66M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.56M |
| 3 |
Intercontinental Exchange
ICE
|
$1.92M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.6M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.26M |
Top Sells
| 1 |
Norfolk Southern
NSC
|
$1.7M |
| 2 |
Palo Alto Networks
PANW
|
$571K |
| 3 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$463K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$364K |
| 5 |
Skyworks Solutions
SWKS
|
$319K |
Sector Composition
| 1 | Technology | 21.69% |
| 2 | Financials | 11.27% |
| 3 | Consumer Discretionary | 8.78% |
| 4 | Healthcare | 4.52% |
| 5 | Industrials | 4.45% |
