AMM
American Money Management Portfolio holdings
AUM
$566M
1-Year Return
15.08%
This Quarter Return
+1.34%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$527M
AUM Growth
+$14.7M
(+2.9%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
39.12%
Holding
141
New
2
Increased
57
Reduced
61
Closed
6
Top Buys
| 1 |
GE Aerospace
GE
|
+$3.49M |
| 2 |
Intercontinental Exchange
ICE
|
+$2.72M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.39M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.42M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.22M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$960K |
| 2 |
Check Point Software Technologies
CHKP
|
+$576K |
| 3 |
Lennar Class A
LEN
|
+$532K |
| 4 |
Texas Pacific Land
TPL
|
+$530K |
| 5 |
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% |
