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
$513M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.54M
3
+$3.31M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.32M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Top Sells

1
+$5.05M
2
+$648K
3
+$604K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K
5
TPL icon
Texas Pacific Land
TPL
+$422K

Sector Composition

1 Technology 19.42%
2 Financials 10.27%
3 Consumer Discretionary 7.8%
4 Industrials 4.56%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$247K 0.05%
2,487
+50
127
$245K 0.05%
5,775
128
$243K 0.05%
1,903
-644
129
$232K 0.05%
4,616
-1,707
130
$225K 0.04%
2,493
131
$218K 0.04%
3,555
-108
132
$214K 0.04%
+6,813
133
$213K 0.04%
2,756
-2,753
134
$211K 0.04%
+7,946
135
$205K 0.04%
2,390
-321
136
$202K 0.04%
493
-224
137
$133K 0.03%
+13,421
138
– –
-1,614
139
– –
-10,335
140
– –
-17,439
141
– –
-1,920
142
– –
-25,715
2 3 4 5
6