AMM
American Money Management Portfolio holdings
AUM
$566M
1-Year Return
15.08%
This Quarter Return
+5.57%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$377M
AUM Growth
+$25.8M
(+7.4%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
36.87%
Holding
137
New
4
Increased
56
Reduced
62
Closed
5
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 20.83% |
| 2 | Financials | 8.84% |
| 3 | Consumer Discretionary | 7.45% |
| 4 | Industrials | 5.41% |
| 5 | Healthcare | 4.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Broadcom
AVGO
$1.58T
| $217K | 0.06% |
+3,380
| New | +$217K |
|
127
Shopify
SHOP
$191B
| $215K | 0.06% |
+4,480
| New | +$215K |
|
128
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.88B
| $209K | 0.06% |
9,151
-264
| -3% | -$6.04K |
|
129
Enbridge
ENB
$105B
| $209K | 0.06% |
5,475
| – | – |
|
130
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $205K | 0.05% |
2,247
-1,125
| -33% | -$102K |
|
131
Bank of America
BAC
$369B
| – | – |
-6,487
| Closed | -$215K |
|
132
Merck
MRK
$212B
| – | – |
-1,864
| Closed | -$207K |
|
133
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| – | – |
-2,966
| Closed | -$214K |
|
134
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
| – | – |
-6,321
| Closed | -$208K |
|