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AIM

Alhambra Investment Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.12M
3
+$642K
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$575K
5
AMZN icon
Amazon
AMZN
+$403K

Top Sells

1
+$2.1M
2
+$1.44M
3
+$1.38M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.14M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$966K

Sector Composition

1 Technology 14.01%
2 Healthcare 8.14%
3 Consumer Discretionary 6.44%
4 Financials 5.73%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-2,890
102
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103
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104
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-14,175
105
– –
-3,119
106
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-3,712
107
– –
-1,010
108
– –
-4,108
109
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-9,150
110
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-25,394
111
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-6,530
112
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-11,043
113
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-8,342
114
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-5,572
115
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-3,940
116
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-2,666
117
– –
-9,095
118
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119
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-2,696
120
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-262
121
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