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
$527M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.72M
3
+$2.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.22M

Top Sells

1
+$960K
2
+$576K
3
+$532K
4
TPL icon
Texas Pacific Land
TPL
+$530K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$328K

Sector Composition

1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.04%
2,542
+55
127
$227K 0.04%
1,764
-139
128
$225K 0.04%
6,588
-225
129
$216K 0.04%
2,756
130
$214K 0.04%
577
+84
131
$211K 0.04%
3,419
-136
132
$207K 0.04%
2,493
133
$206K 0.04%
+778
134
$135K 0.03%
13,436
+15
135
– –
-4,033
136
– –
-1,065
137
– –
-7,946
138
– –
-4,616
139
– –
-2,390
2 3 4 5
6