AMM
American Money Management Portfolio holdings
AUM
$566M
1-Year Return
15.08%
This Quarter Return
+6.77%
1 Year Return
+15.08%
3 Year Return
+58.15%
5 Year Return
+114.4%
10 Year Return
+266.47%
AUM
$566M
AUM Growth
+$38.5M
(+7.3%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
38.43%
Holding
152
New
17
Increased
60
Reduced
54
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.57M |
| 2 |
S&P Global
SPGI
|
+$2.44M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.74M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.59M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.09M |
Top Sells
| 1 |
Starbucks
SBUX
|
+$4.06M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$1.72M |
| 3 |
DFS
Discover Financial Services
DFS
|
+$841K |
| 4 |
Texas Pacific Land
TPL
|
+$626K |
| 5 |
Costco
COST
|
+$461K |
Sector Composition
| 1 | Technology | 19.02% |
| 2 | Financials | 11.62% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Industrials | 5.32% |
| 5 | Consumer Staples | 4.54% |
