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
$513M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.54M
3
+$3.31M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.32M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Top Sells

1
+$5.05M
2
+$648K
3
+$604K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K
5
TPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.08%
3,787
-123
102
$417K 0.08%
16,658
103
$415K 0.08%
3,436
104
$409K 0.08%
11,887
-639
105
$389K 0.08%
1,840
+4
106
$385K 0.08%
16,950
107
$381K 0.07%
+4,221
108
$379K 0.07%
6,933
-14
109
$378K 0.07%
4,488
-131
110
$377K 0.07%
2,606
-1,023
111
$360K 0.07%
1,942
-324
112
$345K 0.07%
1,233
-133
113
$311K 0.06%
11,171
+11
114
$303K 0.06%
515
-8
115
$299K 0.06%
3,000
116
$283K 0.06%
+14,460
117
$275K 0.05%
2,556
-355
118
$275K 0.05%
3,409
+26
119
$275K 0.05%
1,639
+203
120
$269K 0.05%
1,309
121
$267K 0.05%
2,994
+82
122
$265K 0.05%
1,360
123
$263K 0.05%
1,065
-100
124
$262K 0.05%
2,026
-437
125
$248K 0.05%
2,800
2 3 4
5
6