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
$599M
AUM Growth
+$33.5M
(+5.9%)
Holding
161
Top Buys
| 1 | +$5.52M | |
| 2 | +$1.19M | |
| 3 | +$1.01M | |
| 4 |
S&P Global
SPGI
|
+$962K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$920K |
Top Sells
| 1 | +$5.6M | |
| 2 | +$428K | |
| 3 | +$418K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$353K |
| 5 |
IBM
IBM
|
+$318K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
151
Realty Income
O
$61.5B
| – | – |
-7,256
|
|