AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
+0.25%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$513M
AUM Growth
+$513M
(+2.5%)
Cap. Flow
+$26.1M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
38.86%
Holding
144
New
7
Increased
57
Reduced
56
Closed
5
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.9M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$4.57M |
| 3 |
Meta Platforms (Facebook)
META
|
$4.07M |
| 4 |
Microsoft
MSFT
|
$3.54M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.31M |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$5.05M |
| 2 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$648K |
| 3 |
Apple
AAPL
|
$604K |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$425K |
| 5 |
Texas Pacific Land
TPL
|
$422K |
Sector Composition
| 1 | Technology | 19.42% |
| 2 | Financials | 10.27% |
| 3 | Consumer Discretionary | 7.8% |
| 4 | Industrials | 4.56% |
| 5 | Consumer Staples | 4.47% |
