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
$599M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$1.2M
3
+$956K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$924K
5
SPGI icon
S&P Global
SPGI
+$874K

Top Sells

1
+$6.16M
2
+$441K
3
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$366K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
126
Lowe's Companies
LOW
$154B
$282K 0.05%
+1,124
IWR icon
127
iShares Russell Mid-Cap ETF
IWR
$48.3B
$270K 0.05%
2,800
ET icon
128
Energy Transfer Partners
ET
$60.1B
$269K 0.04%
15,691
+1,831
VNQ icon
129
Vanguard Real Estate ETF
VNQ
$34.8B
$258K 0.04%
2,822
-95
CLS icon
130
Celestica
CLS
$35.7B
$256K 0.04%
+1,040
BX icon
131
Blackstone
BX
$123B
$255K 0.04%
+1,494
TM icon
132
Toyota
TM
$296B
$254K 0.04%
1,327
VUG icon
133
Vanguard Growth ETF
VUG
$202B
$253K 0.04%
527
-31
JPST icon
134
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
$242K 0.04%
4,775
+52
DUK icon
135
Duke Energy
DUK
$92.3B
$241K 0.04%
1,949
+54
VZ icon
136
Verizon
VZ
$168B
$238K 0.04%
5,414
-1,689
AMD icon
137
Advanced Micro Devices
AMD
$364B
$237K 0.04%
+1,466
IBDT icon
138
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.65B
$231K 0.04%
9,062
SHYD icon
139
VanEck Short High Yield Muni ETF
SHYD
$397M
$229K 0.04%
10,000
TEL icon
140
TE Connectivity
TEL
$69.8B
$222K 0.04%
+1,011
BSV icon
141
Vanguard Short-Term Bond ETF
BSV
$42.5B
$217K 0.04%
2,756
CME icon
142
CME Group
CME
$99.2B
$213K 0.04%
788
-20
SLYG icon
143
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.77B
$210K 0.04%
2,222
-43
IWP icon
144
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$203K 0.03%
1,428
-91
IBDU icon
145
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.49B
$200K 0.03%
+8,542
F icon
146
Ford
F
$55.1B
$126K 0.02%
10,577
-1,468
CHKP icon
147
Check Point Software Technologies
CHKP
$20.2B
– –
-1,375
FISV
148
Fiserv Inc
FISV
$36.3B
– –
-1,309
IBM icon
149
IBM
IBM
$289B
– –
-1,080
IWS icon
150
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
– –
-1,690
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