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AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
+5.74%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$599M
AUM Growth
+$33.5M
Cap. Flow
+$7.51M
Cap. Flow %
1.25%
Top 10 Hldgs %
38.35%
Holding
161
New
13
Increased
58
Reduced
67
Closed
6

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.52M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.19M
3
INTU icon
Intuit
INTU
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.6M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$428K
3
O icon
Realty Income
O
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

Rank Sector Weight
1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
126
Lowe's Companies
LOW
$125B
$282K 0.05%
+1,124
New +$276K
IWR icon
127
iShares Russell Mid-Cap ETF
IWR
$57.8B
$270K 0.05%
2,800
– –
ET icon
128
Energy Transfer Partners
ET
$71.7B
$269K 0.04%
15,691
+1,831
+13% +$32.1K
VNQ icon
129
Vanguard Real Estate ETF
VNQ
$38.4B
$258K 0.04%
2,822
-95
-3% -$8.62K
CLS icon
130
Celestica
CLS
$39.4B
$256K 0.04%
+1,040
New +$210K
BX icon
131
Blackstone
BX
$118B
$255K 0.04%
+1,494
New +$256K
TM icon
132
Toyota
TM
$225B
$254K 0.04%
1,327
– –
VUG icon
133
Vanguard Morningstar Growth ETF
VUG
$229B
$253K 0.04%
3,162
-186
-6% -$14.2K
JPST icon
134
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$242K 0.04%
4,775
+52
+1% +$2.63K
DUK icon
135
Duke Energy
DUK
$95.4B
$241K 0.04%
1,949
+54
+3% +$6.55K
VZ icon
136
Verizon
VZ
$197B
$238K 0.04%
5,414
-1,689
-24% -$73.1K
AMD icon
137
Advanced Micro Devices
AMD
$763B
$237K 0.04%
+1,466
New +$237K
IBDT icon
138
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$231K 0.04%
9,062
– –
SHYD icon
139
VanEck Short High Yield Muni ETF
SHYD
$455M
$229K 0.04%
10,000
– –
TEL icon
140
TE Connectivity
TEL
$63.5B
$222K 0.04%
+1,011
New +$203K
BSV icon
141
Vanguard Short-Term Bond ETF
BSV
$45.6B
$217K 0.04%
2,756
– –
CME icon
142
CME Group
CME
$94B
$213K 0.04%
788
-20
-2% -$5.44K
SLYG icon
143
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$210K 0.04%
2,222
-43
-2% -$3.96K
IWP icon
144
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$203K 0.03%
1,428
-91
-6% -$12.9K
IBDU icon
145
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$200K 0.03%
+8,542
New +$200K
F icon
146
Ford
F
$56.3B
$126K 0.02%
10,577
-1,468
-12% -$16.9K
CHKP icon
147
Check Point Software Technologies
CHKP
$13.1B
– –
-1,375
Closed -$304K
FISV
148
Fiserv Inc
FISV
$28B
– –
-1,309
Closed -$226K
IBM icon
149
IBM
IBM
$226B
– –
-1,080
Closed -$318K
IWS icon
150
iShares Russell Mid-Cap Value ETF
IWS
$16B
– –
-1,690
Closed -$223K
3 4 5
6
7

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
VIM
Vancity Investment Management Vancouver, British Columbia, Canada $629M AUM 2.49% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return

American Money Management's Q3 2025 Portfolio in Review

As of Q3 2025, American Money Management held 161 positions worth $599M, up 5.9% from $566M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management's Q3 2025 filing shows 13 new, 58 increased, 67 reduced and 6 closed positions. Its largest new stake was Fair Isaac: 341 shares worth $510K. The largest sale was Lockheed Martin, an estimated $5.6M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Consumer Discretionary.

  • American Money Management's largest Q3 2025 buy was Fair Isaac: 341 shares worth $510K.
  • American Money Management added most to Alphabet (Google) Class C in Q3 2025, an estimated $5.52M increase.
  • American Money Management's biggest Q3 2025 reduction was Lockheed Martin, cutting an estimated $5.6M.
  • American Money Management fully exited Realty Income in Q3 2025, selling an estimated $418K.
  • American Money Management's ten largest holdings make up 38% of its $599M portfolio in Q3 2025.
  • American Money Management opened 13 new positions and closed 6 in Q3 2025.
  • American Money Management's portfolio value rose 5.9% quarter-over-quarter to $599M.

Based on American Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.