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AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
+1.91%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$636M
AUM Growth
+$37M
Cap. Flow
+$29.3M
Cap. Flow %
4.61%
Top 10 Hldgs %
38.16%
Holding
175
New
20
Increased
84
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.62M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.54M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$589K
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$482K
3
BX icon
Blackstone
BX
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 11.46%
3 Consumer Discretionary 6.12%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGT icon
101
Target
TGT
$69.7B
$473K 0.07%
4,841
-727
-13% -$67K
IBDW icon
102
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
$444K 0.07%
21,001
– –
SCHB icon
103
Schwab US Broad Market ETF
SCHB
$44.9B
$441K 0.07%
16,800
– –
IBDS icon
104
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$432K 0.07%
17,795
+6,167
+53% +$150K
HYXF icon
105
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$426K 0.07%
+9,024
New +$426K
VHT icon
106
Vanguard Health Care ETF
VHT
$19.1B
$421K 0.07%
1,463
-672
-31% -$188K
CVX icon
107
Chevron
CVX
$383B
$417K 0.07%
2,738
+403
+17% +$61.4K
DIS icon
108
Walt Disney
DIS
$179B
$412K 0.06%
3,619
-455
-11% -$50.1K
DDWM icon
109
WisdomTree Dynamic International Equity Fund
DDWM
$1.51B
$408K 0.06%
9,380
-147
-2% -$6.24K
HON icon
110
Honeywell
HON
$77.2B
$396K 0.06%
2,030
-72
-3% -$14.1K
IBDT icon
111
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$386K 0.06%
15,162
+6,100
+67% +$155K
ESGU icon
112
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$385K 0.06%
+2,584
New +$382K
VDC icon
113
Vanguard Consumer Staples ETF
VDC
$7.92B
$381K 0.06%
1,802
+2
+0.1% +$425
SPMD icon
114
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
$377K 0.06%
6,505
– –
SHEL icon
115
Shell
SHEL
$249B
$373K 0.06%
5,072
-72
-1% -$5.3K
IMCG icon
116
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.13B
$370K 0.06%
4,630
– –
SCHG icon
117
Schwab US Large-Cap Growth ETF
SCHG
$63B
$366K 0.06%
11,224
+19
+0.2% +$618
RTX icon
118
RTX Corp
RTX
$303B
$364K 0.06%
1,985
-7
-0.4% -$1.22K
CLS icon
119
Celestica
CLS
$39.2B
$355K 0.06%
1,200
+160
+15% +$48.2K
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$84B
$354K 0.06%
2,468
+2
+0.1% +$284
IBDR icon
121
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$347K 0.05%
+14,325
New +$347K
WSM icon
122
Williams-Sonoma
WSM
$30B
$344K 0.05%
1,927
+5
+0.3% +$937
BND icon
123
Vanguard Total Bond Market
BND
$161B
$343K 0.05%
+4,629
New +$345K
VBK icon
124
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$334K 0.05%
1,104
-22
-2% -$6.64K
LOW icon
125
Lowe's Companies
LOW
$125B
$328K 0.05%
1,362
+238
+21% +$57.1K
3 4
5
6 7

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
VIM
Vancity Investment Management Vancouver, British Columbia, Canada $629M AUM 2.49% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return

American Money Management's Q4 2025 Portfolio in Review

As of Q4 2025, American Money Management held 175 positions worth $636M, up 6.2% from $599M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management deployed $29.3M of net new capital in Q4 2025, opening 20 new positions and adding to 84 existing holdings. Its largest new stake was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 20% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $589K trimmed.

  • American Money Management's largest Q4 2025 buy was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.
  • American Money Management added most to Apple in Q4 2025, an estimated $2.62M increase.
  • American Money Management's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $589K.
  • American Money Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $482K.
  • American Money Management's ten largest holdings make up 38% of its $636M portfolio in Q4 2025.
  • American Money Management opened 20 new positions and closed 9 in Q4 2025.
  • American Money Management's portfolio value rose 6.2% quarter-over-quarter to $636M.

Based on American Money Management's 13F filing for Q4 2025, filed 10 Feb 2026.