AMM
American Money Management Portfolio holdings
AUM
$566M
This Quarter Return
-10.77%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$343M
AUM Growth
+$343M
(-8.7%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
35.75%
Holding
141
New
2
Increased
66
Reduced
49
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.14M |
| 2 |
Amazon
AMZN
|
$2.26M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.75M |
| 4 |
Thermo Fisher Scientific
TMO
|
$1.42M |
| 5 |
S&P Global
SPGI
|
$1.38M |
Top Sells
| 1 |
Yum! Brands
YUM
|
$1.61M |
| 2 |
AbbVie
ABBV
|
$1.18M |
| 3 |
Walt Disney
DIS
|
$316K |
| 4 |
Shopify
SHOP
|
$316K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$302K |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 9.36% |
| 3 | Consumer Discretionary | 7.33% |
| 4 | Industrials | 6.06% |
| 5 | Healthcare | 4.94% |
