AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.11M
3
+$1.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$984K

Top Sells

1
+$2.53M
2
+$2.07M
3
+$829K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$732K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$471K

Sector Composition

1 Technology 19.08%
2 Financials 10.45%
3 Consumer Discretionary 7.79%
4 Industrials 5.29%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.08%
5,668
102
$404K 0.08%
3,436
-12
103
$401K 0.08%
1,836
+3
104
$400K 0.08%
1,937
105
$380K 0.08%
6,947
106
$376K 0.08%
3,910
-814
107
$376K 0.08%
16,950
108
$373K 0.07%
3,000
109
$365K 0.07%
1,366
+2
110
$354K 0.07%
2,050
+100
111
$351K 0.07%
2,266
+8
112
$337K 0.07%
2,876
-309
113
$336K 0.07%
2,911
114
$327K 0.07%
2,547
-105
115
$326K 0.07%
2,463
-28
116
$318K 0.06%
6,323
-2,139
117
$316K 0.06%
1,165
-55
118
$302K 0.06%
523
+23
119
$291K 0.06%
11,160
-16
120
$284K 0.06%
2,912
-170
121
$277K 0.06%
2,437
-25
122
$277K 0.06%
3,383
-309
123
$275K 0.06%
717
+110
124
$265K 0.05%
+1,614
125
$254K 0.05%
6,396
-70
2 3 4
5
6