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
$513M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.54M
3
+$3.31M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.32M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Top Sells

1
+$5.05M
2
+$648K
3
+$604K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K
5
TPL icon
Texas Pacific Land
TPL
+$422K

Sector Composition

1 Technology 19.42%
2 Financials 10.27%
3 Consumer Discretionary 7.8%
4 Industrials 4.56%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 5.96%
525,029
+56,934
2
$29M 5.65%
115,635
-2,412
3
$28.9M 5.63%
369,996
+24,809
4
$24.5M 4.79%
58,206
+8,399
5
$17.4M 3.38%
232,173
+18,612
6
$17M 3.32%
369,806
+50,300
7
$15.9M 3.11%
333,119
+5,345
8
$12.9M 2.51%
11,644
-382
9
$12M 2.35%
119,757
+8,224
10
$11.1M 2.16%
12,067
-88
11
$10.8M 2.1%
20,470
+5
12
$10.7M 2.09%
33,867
+135
13
$10.3M 2.01%
443,530
+5,938
14
$9.76M 1.9%
63,016
+1,263
15
$9.75M 1.9%
40,672
-422
16
$9.47M 1.85%
32,676
+23
17
$9.46M 1.84%
182,264
+8,981
18
$9.28M 1.81%
23,865
+2,208
19
$8.5M 1.66%
13,525
-160
20
$7.74M 1.51%
7,551
+241
21
$7.71M 1.5%
34,114
+121
22
$7.29M 1.42%
41,023
+284
23
$7.09M 1.38%
61,553
+1,643
24
$6.95M 1.36%
11,868
+6,952
25
$6.81M 1.33%
245,912
+3,284
1
2 3 4 5