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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
+1.91%
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
$636M
AUM Growth
+$37M
Cap. Flow
+$29.3M
Cap. Flow %
4.61%
Top 10 Hldgs %
38.16%
Holding
175
New
20
Increased
84
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.62M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.54M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.38M
4
BR icon
Broadridge
BR
+$1.25M
5
MA icon
Mastercard
MA
+$1.03M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$589K
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$482K
3
BX icon
Blackstone
BX
+$255K
4
VZ icon
Verizon
VZ
+$238K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$203K

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 11.46%
3 Consumer Discretionary 6.12%
4 Communication Services 5.2%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
126
Procter & Gamble
PG
$340B
$324K 0.05%
2,259
-27
-1% -$3.98K
ENB icon
127
Enbridge
ENB
$112B
$321K 0.05%
6,718
+944
+16% +$45.1K
GDX icon
128
VanEck Gold Miners ETF
GDX
$27.6B
$320K 0.05%
+3,732
New +$295K
AMD icon
129
Advanced Micro Devices
AMD
$767B
$312K 0.05%
1,457
-9
-0.6% -$2.02K
ADP icon
130
Automatic Data Processing
ADP
$109B
$310K 0.05%
1,207
-491
-29% -$131K
PFE icon
131
Pfizer
PFE
$154B
$306K 0.05%
+12,270
New +$309K
CRUS icon
132
Cirrus Logic
CRUS
$6.11B
$296K 0.05%
2,500
– –
PLTR icon
133
Palantir
PLTR
$421B
$289K 0.05%
1,625
-15
-0.9% -$2.71K
TEL icon
134
TE Connectivity
TEL
$62B
$286K 0.05%
1,259
+248
+25% +$57.4K
TM icon
135
Toyota
TM
$224B
$284K 0.04%
1,327
– –
REGL icon
136
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$280K 0.04%
3,326
-25
-0.7% -$2.1K
ET icon
137
Energy Transfer Partners
ET
$70.9B
$276K 0.04%
16,739
+1,048
+7% +$17.4K
GDXJ icon
138
VanEck Junior Gold Miners ETF
GDXJ
$8.54B
$272K 0.04%
+2,394
New +$247K
IWR icon
139
iShares Russell Mid-Cap ETF
IWR
$57.5B
$270K 0.04%
2,800
– –
WMT icon
140
Walmart Inc
WMT
$897B
$268K 0.04%
2,402
-1,312
-35% -$141K
EAGG icon
141
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$267K 0.04%
+5,576
New +$268K
ITW icon
142
Illinois Tool Works
ITW
$83.9B
$256K 0.04%
+1,041
New +$259K
VNQ icon
143
Vanguard Real Estate ETF
VNQ
$38.6B
$248K 0.04%
2,805
-17
-0.6% -$1.53K
JPST icon
144
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$243K 0.04%
4,795
+20
+0.4% +$1.01K
VUG icon
145
Vanguard Morningstar Growth ETF
VUG
$230B
$235K 0.04%
2,892
-270
-9% -$21.9K
SHYD icon
146
VanEck Short High Yield Muni ETF
SHYD
$455M
$229K 0.04%
10,000
– –
SUSB icon
147
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$220K 0.03%
+8,704
New +$220K
DUK icon
148
Duke Energy
DUK
$94.5B
$216K 0.03%
1,839
-110
-6% -$13.4K
VOO icon
149
Vanguard S&P 500 ETF
VOO
$1.03T
$215K 0.03%
342
-947
-73% -$589K
ADI icon
150
Analog Devices
ADI
$187B
$211K 0.03%
+779
New +$196K
3 4 5
6
7

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EIM
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WA
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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

American Money Management's Q4 2025 Portfolio in Review

As of Q4 2025, American Money Management held 175 positions worth $636M, up 6.2% from $599M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management deployed $29.3M of net new capital in Q4 2025, opening 20 new positions and adding to 84 existing holdings. Its largest new stake was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.

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

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $589K trimmed.

  • American Money Management's largest Q4 2025 buy was Invesco NASDAQ 100 ETF: 3,598 shares worth $910K.
  • American Money Management added most to Apple in Q4 2025, an estimated $2.62M increase.
  • American Money Management's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $589K.
  • American Money Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $482K.
  • American Money Management's ten largest holdings make up 38% of its $636M portfolio in Q4 2025.
  • American Money Management opened 20 new positions and closed 9 in Q4 2025.
  • American Money Management's portfolio value rose 6.2% quarter-over-quarter to $636M.

Based on American Money Management's 13F filing for Q4 2025, filed 10 Feb 2026.