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
$136B
$282K 0.05%
+1,124
IWR icon
127
iShares Russell Mid-Cap ETF
IWR
$45.7B
$270K 0.05%
2,800
ET icon
128
Energy Transfer Partners
ET
$57.4B
$269K 0.04%
15,691
+1,831
VNQ icon
129
Vanguard Real Estate ETF
VNQ
$34.5B
$258K 0.04%
2,822
-95
CLS icon
130
Celestica
CLS
$39.6B
$256K 0.04%
+1,040
BX icon
131
Blackstone
BX
$113B
$255K 0.04%
+1,494
TM icon
132
Toyota
TM
$263B
$254K 0.04%
1,327
VUG icon
133
Vanguard Growth ETF
VUG
$201B
$253K 0.04%
527
-31
JPST icon
134
JPMorgan Ultra-Short Income ETF
JPST
$35.1B
$242K 0.04%
4,775
+52
DUK icon
135
Duke Energy
DUK
$96.4B
$241K 0.04%
1,949
+54
VZ icon
136
Verizon
VZ
$173B
$238K 0.04%
5,414
-1,689
AMD icon
137
Advanced Micro Devices
AMD
$354B
$237K 0.04%
+1,466
IBDT icon
138
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$231K 0.04%
9,062
SHYD icon
139
VanEck Short High Yield Muni ETF
SHYD
$377M
$229K 0.04%
10,000
TEL icon
140
TE Connectivity
TEL
$66.5B
$222K 0.04%
+1,011
BSV icon
141
Vanguard Short-Term Bond ETF
BSV
$39.3B
$217K 0.04%
2,756
CME icon
142
CME Group
CME
$101B
$213K 0.04%
788
-20
SLYG icon
143
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.63B
$210K 0.04%
2,222
-43
IWP icon
144
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$203K 0.03%
1,428
-91
IBDU icon
145
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.15B
$200K 0.03%
+8,542
F icon
146
Ford
F
$52.9B
$126K 0.02%
10,577
-1,468
CHKP icon
147
Check Point Software Technologies
CHKP
$20.1B
– –
-1,375
O icon
148
Realty Income
O
$53B
– –
-7,256
FISV
149
Fiserv Inc
FISV
$33.1B
– –
-1,309
IBM icon
150
IBM
IBM
$288B
– –
-1,080
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