AIM

Alhambra Investment Management Portfolio holdings

AUM $211M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$646K
3
+$467K
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$339K
5
GNW icon
Genworth Financial
GNW
+$332K

Top Sells

1
+$684K
2
+$481K
3
+$363K
4
ALB icon
Albemarle
ALB
+$215K
5
BIIB icon
Biogen
BIIB
+$187K

Sector Composition

1 Technology 14.11%
2 Healthcare 8.65%
3 Consumer Staples 6.47%
4 Financials 5.57%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$839K 0.5%
5,723
52
$833K 0.49%
3,219
-724
53
$817K 0.48%
8,025
+41
54
$810K 0.48%
2,308
-30
55
$797K 0.47%
4,255
-100
56
$796K 0.47%
7,297
57
$782K 0.46%
1,311
-5
58
$781K 0.46%
5,141
-16
59
$778K 0.46%
15,175
-2,108
60
$776K 0.46%
8,494
-107
61
$772K 0.46%
1,676
62
$723K 0.43%
12,263
63
$714K 0.42%
7,138
+145
64
$705K 0.42%
7,341
65
$704K 0.42%
14,010
-250
66
$694K 0.41%
3,628
+852
67
$690K 0.41%
3,100
-100
68
$668K 0.4%
9,652
+99
69
$658K 0.39%
2,823
70
$649K 0.39%
+2,667
71
$646K 0.38%
+26,664
72
$641K 0.38%
7,622
-50
73
$639K 0.38%
4,889
-187
74
$621K 0.37%
2,073
75
$617K 0.37%
1,976
-45
1 2
3
4 5