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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
-0.86%
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
$632M
AUM Growth
-$4.36M
Cap. Flow
+$13.9M
Cap. Flow %
2.2%
Top 10 Hldgs %
37.75%
Holding
173
New
7
Increased
56
Reduced
74
Closed
5

Top Buys

1
HON icon
Honeywell
HON
+$2.59M
2
PAYX icon
Paychex
PAYX
+$2.24M
3
SPGI icon
S&P Global
SPGI
+$1.59M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M
5
ICE icon
Intercontinental Exchange
ICE
+$1.37M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$767K
2
AAPL icon
Apple
AAPL
+$511K
3
AMAT icon
Applied Materials
AMAT
+$375K
4
BND icon
Vanguard Total Bond Market
BND
+$343K
5
ASML icon
ASML
ASML
+$319K

Sector Composition

1 Technology 17.66%
2 Financials 10.68%
3 Consumer Discretionary 5.93%
4 Industrials 5.33%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
126
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$334K 0.05%
1,105
+1
+0.1% +$314
SCHG icon
127
Schwab US Large-Cap Growth ETF
SCHG
$60.4B
$327K 0.05%
11,238
+14
+0.1% +$435
GDX icon
128
VanEck Gold Miners ETF
GDX
$23B
$327K 0.05%
3,562
-170
-5% -$16.8K
ORCL icon
129
Oracle
ORCL
$373B
$326K 0.05%
2,218
-551
-20% -$89.6K
PFE icon
130
Pfizer
PFE
$138B
$326K 0.05%
11,605
-665
-5% -$17.7K
WSM icon
131
Williams-Sonoma
WSM
$25.9B
$325K 0.05%
1,782
-145
-8% -$29K
PG icon
132
Procter & Gamble
PG
$339B
$322K 0.05%
2,233
-26
-1% -$3.94K
LOW icon
133
Lowe's Companies
LOW
$117B
$309K 0.05%
1,306
-56
-4% -$14.6K
BNY
134
Bank of New York Mellon
BNY
$105B
$302K 0.05%
2,549
+774
+44% +$92K
PLTR icon
135
Palantir
PLTR
$315B
$297K 0.05%
2,030
+405
+25% +$61.9K
VLUE icon
136
iShares MSCI USA Value Factor ETF
VLUE
$9.92B
$296K 0.05%
+2,084
New +$306K
SUSB icon
137
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$290K 0.05%
11,565
+2,861
+33% +$72.1K
GDXJ icon
138
VanEck Junior Gold Miners ETF
GDXJ
$7.12B
$287K 0.05%
2,394
– –
REGL icon
139
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.75B
$278K 0.04%
3,221
-105
-3% -$9.33K
IWR icon
140
iShares Russell Mid-Cap ETF
IWR
$56.8B
$272K 0.04%
2,800
– –
TM icon
141
Toyota
TM
$210B
$266K 0.04%
1,290
-37
-3% -$8.36K
WMT icon
142
Walmart Inc
WMT
$911B
$261K 0.04%
2,102
-300
-12% -$36.8K
JPST icon
143
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$245K 0.04%
4,843
+48
+1% +$2.43K
ITW icon
144
Illinois Tool Works
ITW
$78.3B
$245K 0.04%
941
-100
-10% -$27.2K
ADI icon
145
Analog Devices
ADI
$194B
$245K 0.04%
769
-10
-1% -$3.18K
DUK icon
146
Duke Energy
DUK
$98.9B
$241K 0.04%
1,839
– –
MRK icon
147
Merck
MRK
$299B
$240K 0.04%
1,996
+93
+5% +$10.7K
MTUM icon
148
iShares MSCI USA Momentum Factor ETF
MTUM
$27.4B
$240K 0.04%
+998
New +$251K
XLE icon
149
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
$232K 0.04%
+3,781
New +$203K
CME icon
150
CME Group
CME
$88.6B
$228K 0.04%
773
– –
3 4 5
6
7

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Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
WA
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CFS
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SWP
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WAAG
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SFS
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RFA
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SWM
SilverOak Wealth Management Edina, Minnesota $632M AUM 18.6% 1-Year Est. Return