AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
+2.66%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$468M
AUM Growth
+$468M
(-2.3%)
Cap. Flow
-$17.2M
Cap. Flow
% of AUM
-3.67%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
144
New
6
Increased
35
Reduced
73
Closed
11
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$13.6M |
| 2 |
NVIDIA
NVDA
|
$2.49M |
| 3 |
GE Aerospace
GE
|
$1.99M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$655K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$426K |
Top Sells
| 1 |
Apple
AAPL
|
$4.74M |
| 2 |
American Tower
AMT
|
$4.55M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.67M |
| 4 |
Amazon
AMZN
|
$2.28M |
| 5 |
Applied Materials
AMAT
|
$2.14M |
Sector Composition
| 1 | Technology | 20.45% |
| 2 | Financials | 10.55% |
| 3 | Consumer Discretionary | 7.58% |
| 4 | Industrials | 4.62% |
| 5 | Consumer Staples | 4.51% |
