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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
-10.45%
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
$159M
AUM Growth
-$16M
(-9.1%)
Cap. Flow
+$4.83M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
79
New
2
Increased
18
Reduced
47
Closed
5
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$6.9M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.01M |
| 3 |
Mastercard
MA
|
+$569K |
| 4 |
DuPont de Nemours
DD
|
+$487K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$369K |
Top Sells
| 1 |
AB InBev
BUD
|
+$684K |
| 2 |
Qualcomm
QCOM
|
+$573K |
| 3 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
+$501K |
| 4 |
ExxonMobil
XOM
|
+$459K |
| 5 |
Apple
AAPL
|
+$356K |
Sector Composition
| 1 | Technology | 17.09% |
| 2 | Financials | 14.7% |
| 3 | Healthcare | 12.88% |
| 4 | Consumer Discretionary | 8.73% |
| 5 | Communication Services | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $7.95M | 5.01% |
81,061
+70,293
| +653% | +$6.9M |
|
2
Schwab International Equity ETF
SCHF
$66.3B
| $7.79M | 4.91% |
549,886
+2,004
| +0.4% | +$30.7K |
|
3
Microsoft
MSFT
$2.87T
| $6.88M | 4.34% |
67,788
-1,528
| -2% | -$164K |
|
|
4
Apple
AAPL
$4.63T
| $6.54M | 4.12% |
165,748
-7,348
| -4% | -$356K |
|
|
5
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$380M
| $4.69M | 2.96% |
92,225
-9,736
| -10% | -$501K |
|
6
Wells Fargo
WFC
$261B
| $4.64M | 2.93% |
100,689
+2,145
| +2% | +$110K |
|
7
Pfizer
PFE
$138B
| $4.21M | 2.65% |
101,667
-1,289
| -1% | -$53.5K |
|
8
Johnson & Johnson
JNJ
$608B
| $4.21M | 2.65% |
32,595
+653
| +2% | +$91.1K |
|
9
JPMorgan Chase
JPM
$915B
| $4.04M | 2.54% |
41,346
+3,200
| +8% | +$341K |
|
10
AbbVie
ABBV
$434B
| $3.97M | 2.5% |
43,019
-179
| -0.4% | -$15.7K |
|
11
Yum! Brands
YUM
$43.3B
| $3.84M | 2.42% |
41,823
-1,100
| -3% | -$98.3K |
|
12
Visa
V
$678B
| $3.68M | 2.32% |
27,877
+1,359
| +5% | +$188K |
|
13
McDonald's
MCD
$191B
| $3.66M | 2.31% |
20,617
-193
| -0.9% | -$34.2K |
|
14
Walt Disney
DIS
$167B
| $3.63M | 2.29% |
33,059
-961
| -3% | -$109K |
|
15
Union Pacific
UNP
$172B
| $3.6M | 2.27% |
26,083
-749
| -3% | -$111K |
|
16
Starbucks
SBUX
$122B
| $3.48M | 2.19% |
54,032
-1,135
| -2% | -$71K |
|
|
17
Qualcomm
QCOM
$189B
| $3.47M | 2.19% |
61,008
-9,434
| -13% | -$573K |
|
|
18
Mastercard
MA
$476B
| $3.46M | 2.18% |
18,316
+2,864
| +19% | +$569K |
|
19
Gilead Sciences
GILD
$162B
| $3.42M | 2.16% |
54,764
-4,589
| -8% | -$321K |
|
20
PepsiCo
PEP
$185B
| $3.39M | 2.14% |
30,698
-93
| -0.3% | -$10.5K |
|
21
Paychex
PAYX
$39B
| $3.39M | 2.14% |
51,997
+1,935
| +4% | +$131K |
|
22
Novartis
NVS
$288B
| $3.36M | 2.12% |
43,733
-1,086
| -2% | -$84.5K |
|
|
TFCFA
23
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $3.33M | 2.1% |
69,257
-3,071
| -4% | -$146K |
|
|
24
DuPont de Nemours
DD
$18.1B
| $2.98M | 1.88% |
22,002
+3,389
| +18% | +$487K |
|
25
Blackrock
BLK
$160B
| $2.95M | 1.86% |
7,515
+16
| +0.2% | +$6.55K |
|
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