AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.72M
3
+$2.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.22M

Top Sells

1
+$960K
2
+$576K
3
+$532K
4
TPL icon
Texas Pacific Land
TPL
+$530K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$328K

Sector Composition

1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.2M 6.3%
565,763
+40,734
2
$30.6M 5.81%
388,017
+18,021
3
$25.5M 4.83%
114,649
-986
4
$22.4M 4.25%
59,736
+1,530
5
$18.7M 3.55%
244,254
+12,081
6
$18.6M 3.53%
395,722
+25,916
7
$17.5M 3.31%
343,845
+10,726
8
$14.9M 2.83%
11,244
-400
9
$12.9M 2.45%
124,657
+4,900
10
$11.9M 2.26%
34,046
+179
11
$11.3M 2.15%
20,640
+170
12
$11.2M 2.12%
11,837
-230
13
$10.2M 1.94%
65,255
+2,239
14
$10M 1.9%
453,325
+9,795
15
$9.96M 1.89%
188,972
+6,708
16
$9.79M 1.86%
39,892
-780
17
$9.1M 1.73%
33,102
+426
18
$8.78M 1.66%
23,947
+82
19
$8.57M 1.63%
40,895
-128
20
$8.52M 1.62%
53,649
+481
21
$8.3M 1.57%
13,521
-4
22
$8.22M 1.56%
33,903
-211
23
$7.15M 1.36%
7,558
+7
24
$7.1M 1.35%
12,323
+455
25
$6.93M 1.31%
34,628
+17,419
1
2 3 4 5