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
$133M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$2.39M
2 +$1.53M
3 +$1.14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$582K
5
AAPL icon
Apple
AAPL
+$525K

Sector Composition

1 Technology 14.99%
2 Healthcare 10.01%
3 Communication Services 7.99%
4 Consumer Staples 6.8%
5 Financials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,938