AIM
Alhambra Investment Management Portfolio holdings
AUM
$202M
This Quarter Return
-4.86%
1 Year Return
+13.87%
3 Year Return
+42.92%
5 Year Return
+78.14%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-4.8%)
Cap. Flow
+$4.3M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
144
New
4
Increased
55
Reduced
28
Closed
8
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.81M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.35M |
| 3 |
Tesla
TSLA
|
$373K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$311K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$295K |
Top Sells
Sector Composition
| 1 | Technology | 12.35% |
| 2 | Healthcare | 10.37% |
| 3 | Consumer Staples | 6.54% |
| 4 | Consumer Discretionary | 5.75% |
| 5 | Communication Services | 5.01% |
