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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
(+6.2%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
38.16%
Holding
175
New
20
Increased
84
Reduced
46
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.62M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.54M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.38M |
| 4 |
Broadridge
BR
|
+$1.25M |
| 5 |
Mastercard
MA
|
+$1.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$589K |
| 2 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$482K |
| 3 |
Blackstone
BX
|
+$255K |
| 4 |
Verizon
VZ
|
+$238K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
CME Group
CME
$94B
| $211K | 0.03% |
773
-15
| -2% | -$4.08K |
|
152
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $211K | 0.03% |
2,675
-81
| -3% | -$6.39K |
|
153
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
| $209K | 0.03% |
2,222
| – | – |
|
154
HEICO Corp
HEI
$50.8B
| $206K | 0.03% |
+637
| New | +$201K |
|
|
BNY
155
Bank of New York Mellon
BNY
$108B
| $206K | 0.03% |
+1,775
| New | +$196K |
|
156
iShares Micro-Cap ETF
IWC
$1.49B
| $205K | 0.03% |
+1,300
| New | +$202K |
|
157
Merck
MRK
$323B
| $200K | 0.03% |
+1,903
| New | +$179K |
|
158
Ford
F
$55.3B
| $133K | 0.02% |
10,115
-462
| -4% | -$5.96K |
|
159
Aurora
AUR
$13.7B
| $38.8K | 0.01% |
+10,100
| New | +$46.2K |
|
|
160
Blackstone
BX
$115B
| – | – |
-1,494
| Closed | -$255K |
|
|
IBDQ
161
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-19,121
| Closed | -$482K |
|
162
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
| – | – |
-8,542
| Closed | -$200K |
|
|
163
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| – | – |
-1,428
| Closed | -$203K |
|
|
164
Verizon
VZ
$196B
| – | – |
-5,414
| Closed | -$238K |
|
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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.