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
$527M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.72M
3
+$2.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.22M

Top Sells

1
+$960K
2
+$576K
3
+$532K
4
TPL icon
Texas Pacific Land
TPL
+$530K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$328K

Sector Composition

1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$393K 0.07%
1,797
-43
102
$390K 0.07%
4,488
103
$375K 0.07%
2,240
-366
104
$371K 0.07%
3,757
-30
105
$368K 0.07%
1,615
-2,528
106
$365K 0.07%
650
+135
107
$365K 0.07%
16,950
108
$354K 0.07%
6,916
-17
109
$327K 0.06%
3,730
-491
110
$312K 0.06%
2,556
111
$309K 0.06%
1,814
+175
112
$308K 0.06%
1,947
+5
113
$300K 0.06%
1,159
+105
114
$300K 0.06%
1,192
-41
115
$289K 0.05%
1,309
116
$280K 0.05%
11,183
+12
117
$271K 0.05%
3,359
-50
118
$263K 0.05%
14,160
-300
119
$262K 0.05%
5,166
-4,934
120
$261K 0.05%
2,880
-114
121
$256K 0.05%
5,775
122
$250K 0.05%
1,982
-44
123
$249K 0.05%
2,500
-500
124
$238K 0.05%
2,800
125
$234K 0.04%
1,327
-33
2 3 4
5
6