AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.11M
3
+$1.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$984K

Top Sells

1
+$2.53M
2
+$2.07M
3
+$829K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$732K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$471K

Sector Composition

1 Technology 19.08%
2 Financials 10.45%
3 Consumer Discretionary 7.79%
4 Industrials 5.29%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 5.52%
468,095
+35,768
2
$27.5M 5.5%
118,047
-3,556
3
$27.4M 5.48%
345,187
+12,384
4
$21.4M 4.28%
49,807
-273
5
$17.3M 3.46%
327,774
+9,521
6
$16.7M 3.35%
213,561
+14,015
7
$15.4M 3.08%
319,506
+27,010
8
$11.3M 2.26%
111,533
+2,233
9
$10.8M 2.15%
12,155
-200
10
$10.6M 2.13%
12,026
-254
11
$10.1M 2.02%
20,465
-293
12
$9.9M 1.98%
437,592
+19,080
13
$9.81M 1.96%
173,283
+11,773
14
$9.73M 1.94%
61,753
+3,362
15
$9.27M 1.85%
33,732
+205
16
$9.25M 1.85%
32,653
+609
17
$8.78M 1.75%
21,657
-121
18
$8.66M 1.73%
41,094
-1,729
19
$8.5M 1.7%
13,685
-286
20
$8.06M 1.61%
13,790
-143
21
$8.05M 1.61%
40,739
-387
22
$7.31M 1.46%
33,993
-172
23
$7.01M 1.4%
59,910
+7,279
24
$6.94M 1.39%
7,310
-14
25
$6.8M 1.36%
12,878
-68
1
2 3 4 5