AMM

American Money Management Portfolio holdings

AUM $636M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.54M
3
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

1
+$589K
2
+$482K
3
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

1 Technology 19.58%
2 Financials 11.46%
3 Consumer Discretionary 6.11%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
126
Procter & Gamble
PG
$389B
$324K 0.05%
2,259
-27
ENB icon
127
Enbridge
ENB
$116B
$321K 0.05%
6,718
+944
GDX icon
128
VanEck Gold Miners ETF
GDX
$36.6B
$320K 0.05%
+3,732
AMD icon
129
Advanced Micro Devices
AMD
$326B
$312K 0.05%
1,457
-9
ADP icon
130
Automatic Data Processing
ADP
$86.3B
$310K 0.05%
1,207
-491
PFE icon
131
Pfizer
PFE
$157B
$306K 0.05%
+12,270
CRUS icon
132
Cirrus Logic
CRUS
$7.2B
$296K 0.05%
2,500
PLTR icon
133
Palantir
PLTR
$328B
$289K 0.05%
1,625
-15
TEL icon
134
TE Connectivity
TEL
$67.5B
$286K 0.05%
1,259
+248
TM icon
135
Toyota
TM
$316B
$284K 0.04%
1,327
REGL icon
136
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.76B
$280K 0.04%
3,326
-25
ET icon
137
Energy Transfer Partners
ET
$64.8B
$276K 0.04%
16,739
+1,048
GDXJ icon
138
VanEck Junior Gold Miners ETF
GDXJ
$12.2B
$272K 0.04%
+2,394
IWR icon
139
iShares Russell Mid-Cap ETF
IWR
$49.4B
$270K 0.04%
2,800
WMT icon
140
Walmart Inc
WMT
$1.02T
$268K 0.04%
2,402
-1,312
EAGG icon
141
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.62B
$267K 0.04%
+5,576
ITW icon
142
Illinois Tool Works
ITW
$83.8B
$256K 0.04%
+1,041
VNQ icon
143
Vanguard Real Estate ETF
VNQ
$36.8B
$248K 0.04%
2,805
-17
JPST icon
144
JPMorgan Ultra-Short Income ETF
JPST
$37.2B
$243K 0.04%
4,795
+20
VUG icon
145
Vanguard Growth ETF
VUG
$195B
$235K 0.04%
482
-45
SHYD icon
146
VanEck Short High Yield Muni ETF
SHYD
$411M
$229K 0.04%
10,000
SUSB icon
147
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.09B
$220K 0.03%
+8,704
DUK icon
148
Duke Energy
DUK
$102B
$216K 0.03%
1,839
-110
VOO icon
149
Vanguard S&P 500 ETF
VOO
$855B
$215K 0.03%
342
-947
ADI icon
150
Analog Devices
ADI
$174B
$211K 0.03%
+779
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