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
$500M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.11M
3
+$1.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$984K

Top Sells

1
+$2.53M
2
+$2.07M
3
+$829K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$732K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$471K

Sector Composition

1 Technology 19.08%
2 Financials 10.45%
3 Consumer Discretionary 7.79%
4 Industrials 5.29%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.05%
10,335
-2,360
127
$249K 0.05%
1,436
+32
128
$247K 0.05%
2,800
129
$243K 0.05%
1,360
+33
130
$238K 0.05%
2,711
-23,557
131
$235K 0.05%
+1,309
132
$235K 0.05%
5,775
133
$233K 0.05%
+1,920
134
$232K 0.05%
2,493
-88
135
$230K 0.05%
3,663
-192
2 3 4 5
6