AIM
Alhambra Investment Management Portfolio holdings
AUM
$202M
This Quarter Return
+9.17%
1 Year Return
+13.87%
3 Year Return
+42.92%
5 Year Return
+78.14%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+11%)
Cap. Flow
+$4.27M
Cap. Flow
% of AUM
2.53%
Top 10 Holdings %
Top 10 Hldgs %
35.13%
Holding
163
New
20
Increased
40
Reduced
66
Closed
3
Top Buys
| 1 |
Autodesk
ADSK
|
$649K |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$646K |
| 3 |
Kraft Heinz
KHC
|
$467K |
| 4 |
iShares Global Timber & Forestry ETF
WOOD
|
$339K |
| 5 |
Genworth Financial
GNW
|
$332K |
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$684K |
| 2 |
Diodes
DIOD
|
$481K |
| 3 |
Huntsman Corp
HUN
|
$363K |
| 4 |
Albemarle
ALB
|
$215K |
| 5 |
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% |
