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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
-0.86%
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
$632M
AUM Growth
-$4.36M
Cap. Flow
+$13.9M
Cap. Flow %
2.2%
Top 10 Hldgs %
37.75%
Holding
173
New
7
Increased
56
Reduced
74
Closed
5

Top Buys

1
HON icon
Honeywell
HON
+$2.59M
2
PAYX icon
Paychex
PAYX
+$2.24M
3
SPGI icon
S&P Global
SPGI
+$1.59M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M
5
ICE icon
Intercontinental Exchange
ICE
+$1.37M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$767K
2
AAPL icon
Apple
AAPL
+$511K
3
AMAT icon
Applied Materials
AMAT
+$375K
4
BND icon
Vanguard Total Bond Market
BND
+$343K
5
ASML icon
ASML
ASML
+$319K

Sector Composition

1 Technology 17.66%
2 Financials 10.68%
3 Consumer Discretionary 5.93%
4 Industrials 5.33%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
151
Vanguard Real Estate ETF
VNQ
$38.7B
$228K 0.04%
2,569
-236
-8% -$21.6K
SHYD icon
152
VanEck Short High Yield Muni ETF
SHYD
$450M
$227K 0.04%
10,000
– –
TEL icon
153
TE Connectivity
TEL
$58.9B
$224K 0.04%
1,073
-186
-15% -$41K
EEMV icon
154
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.5B
$223K 0.04%
+3,449
New +$229K
VZ icon
155
Verizon
VZ
$177B
$217K 0.03%
+4,320
New +$200K
SLYG icon
156
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$215K 0.03%
2,222
– –
EAGG icon
157
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$214K 0.03%
4,506
-1,070
-19% -$51.3K
ADP icon
158
Automatic Data Processing
ADP
$98.6B
$214K 0.03%
1,053
-154
-13% -$35.3K
IWC icon
159
iShares Micro-Cap ETF
IWC
$1.48B
$207K 0.03%
1,300
– –
BSV icon
160
Vanguard Short-Term Bond ETF
BSV
$44.7B
$206K 0.03%
2,632
-43
-2% -$3.39K
VOO icon
161
Vanguard S&P 500 ETF
VOO
$985B
$205K 0.03%
343
+1
+0.3% +$625
F icon
162
Ford
F
$55.3B
$117K 0.02%
10,116
+1
+0% +$13
AUR icon
163
Aurora
AUR
$12B
– –
-10,100
Closed -$38.8K
BND icon
164
Vanguard Total Bond Market
BND
$158B
– –
-4,629
Closed -$343K
HEI icon
165
HEICO Corp
HEI
$48.6B
– –
-637
Closed -$206K
VUG icon
166
Vanguard Growth ETF
VUG
$224B
– –
-2,892
Closed -$235K
3 4 5 6
7

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $632M AUM 17.26% 1-Year Est. Return
RFA
Rollins Financial Advisors New York City, New York $632M AUM 23.84% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $632M AUM 18.6% 1-Year Est. Return