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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
+2.54%
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
$121M
AUM Growth
+$143K
(+0.12%)
Cap. Flow
-$1.67M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
76
New
3
Increased
27
Reduced
38
Closed
3
Top Buys
| 1 |
abrdn Physical Gold Shares ETF
SGOL
|
+$445K |
| 2 |
APC
Anadarko Petroleum
APC
|
+$421K |
| 3 |
Duke Energy
DUK
|
+$379K |
| 4 |
Chevron
CVX
|
+$194K |
| 5 |
SPDR Gold Trust
GLD
|
+$193K |
Top Sells
| 1 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
+$1.37M |
| 2 |
Apple
AAPL
|
+$358K |
| 3 |
Starbucks
SBUX
|
+$285K |
| 4 |
Philip Morris
PM
|
+$209K |
| 5 |
Blackrock
BLK
|
+$147K |
Sector Composition
| 1 | Technology | 16.16% |
| 2 | Healthcare | 14.12% |
| 3 | Financials | 11.27% |
| 4 | Consumer Staples | 10.41% |
| 5 | Communication Services | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Schwab International Equity ETF
SCHF
$66.4B
| $6.89M | 5.7% |
507,998
-2,170
| -0.4% | -$29.7K |
|
|
2
Apple
AAPL
$4.62T
| $4.77M | 3.95% |
199,560
-14,396
| -7% | -$358K |
|
3
Qualcomm
QCOM
$191B
| $4.42M | 3.66% |
82,555
-721
| -0.9% | -$38K |
|
4
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $3.9M | 3.23% |
46,483
-1,153
| -2% | -$93.7K |
|
5
Johnson & Johnson
JNJ
$609B
| $3.73M | 3.09% |
30,785
-976
| -3% | -$111K |
|
6
Microsoft
MSFT
$2.86T
| $3.58M | 2.96% |
69,951
-1,890
| -3% | -$98.2K |
|
7
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $3.49M | 2.89% |
16,654
+73
| +0.4% | +$15.1K |
|
8
GE Aerospace
GE
$370B
| $3.23M | 2.68% |
21,446
-358
| -2% | -$52.2K |
|
9
JPMorgan Chase
JPM
$912B
| $2.88M | 2.38% |
46,311
-1,279
| -3% | -$79.9K |
|
10
Pfizer
PFE
$138B
| $2.88M | 2.38% |
86,144
-3,343
| -4% | -$107K |
|
11
Paychex
PAYX
$38.9B
| $2.79M | 2.31% |
46,940
-1,800
| -4% | -$96.4K |
|
12
AB InBev
BUD
$154B
| $2.69M | 2.22% |
20,417
+189
| +0.9% | +$23.8K |
|
13
Wells Fargo
WFC
$262B
| $2.68M | 2.22% |
56,608
+2,323
| +4% | +$113K |
|
14
McDonald's
MCD
$192B
| $2.66M | 2.2% |
22,108
-876
| -4% | -$110K |
|
15
AbbVie
ABBV
$432B
| $2.65M | 2.19% |
42,729
-874
| -2% | -$53.3K |
|
16
ExxonMobil
XOM
$600B
| $2.64M | 2.18% |
28,147
-907
| -3% | -$80.2K |
|
17
Alphabet (Google) Class C
GOOG
$4.32T
| $2.59M | 2.15% |
73,900
-1,180
| -2% | -$42.4K |
|
18
Gaming and Leisure Properties
GLPI
$12.4B
| $2.57M | 2.13% |
74,570
-3,669
| -5% | -$122K |
|
19
Procter & Gamble
PG
$339B
| $2.56M | 2.12% |
30,284
-1,064
| -3% | -$87.3K |
|
|
20
Philip Morris
PM
$279B
| $2.54M | 2.1% |
24,935
-2,094
| -8% | -$209K |
|
21
Novartis
NVS
$289B
| $2.51M | 2.08% |
33,942
+2,634
| +8% | +$182K |
|
22
Norfolk Southern
NSC
$73.2B
| $2.42M | 2% |
28,461
+771
| +3% | +$65.5K |
|
23
Visa
V
$679B
| $2.41M | 1.99% |
32,449
+1,933
| +6% | +$151K |
|
24
Walt Disney
DIS
$167B
| $2.37M | 1.96% |
24,235
+1,568
| +7% | +$157K |
|
|
25
Blackrock
BLK
$159B
| $2.33M | 1.93% |
6,812
-417
| -6% | -$147K |
|
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