AMM
American Money Management Portfolio holdings
AUM
$636M
1-Year Est. Return
16.59%
This Fund
S&P 500
1 Year Est. Return
+16.59%
AUM
$636M
AUM Growth
+$37M
(+6.2%)
Holding
175
Top Buys
| 1 | +$2.62M | |
| 2 | +$2.54M | |
| 3 | +$1.38M | |
| 4 |
Broadridge
BR
|
+$1.25M |
| 5 |
Mastercard
MA
|
+$1.03M |
Top Sells
| 1 | +$589K | |
| 2 | +$482K | |
| 3 | +$255K | |
| 4 |
Verizon
VZ
|
+$238K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$203K |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Financials | 11.46% |
| 3 | Consumer Discretionary | 6.11% |
| 4 | Communication Services | 5.2% |
| 5 | Industrials | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CME Group
CME
$115B
| $211K | 0.03% |
773
-15
|
|
||
152
Vanguard Short-Term Bond ETF
BSV
$43.6B
| $211K | 0.03% |
2,675
-81
|
|
||
153
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.81B
| $209K | 0.03% |
2,222
|
|
||
154
HEICO Corp
HEI
$44.5B
| $206K | 0.03% |
+637
|
|
||
155
Bank of New York Mellon
BK
$82B
| $206K | 0.03% |
+1,775
|
|
||
156
iShares Micro-Cap ETF
IWC
$1.31B
| $205K | 0.03% |
+1,300
|
|
||
157
Merck
MRK
$307B
| $200K | 0.03% |
+1,903
|
|
||
158
Ford
F
$56.2B
| $133K | 0.02% |
10,115
-462
|
|
||
159
Aurora
AUR
$9.12B
| $38.8K | 0.01% |
+10,100
|
|
||
160
Blackstone
BX
$88.8B
| – | – |
-1,494
|
|
||
|
IBDQ
161
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-19,121
|
|
||
162
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
| – | – |
-8,542
|
|
||
|
163
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| – | – |
-1,428
|
|
||
|
164
Verizon
VZ
$211B
| – | – |
-5,414
|
|