AIM
Alhambra Investment Management Portfolio holdings
AUM
$202M
This Quarter Return
+6.32%
1 Year Return
+13.87%
3 Year Return
+42.92%
5 Year Return
+78.14%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+7.4%)
Cap. Flow
-$1.47M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
34.51%
Holding
151
New
8
Increased
59
Reduced
34
Closed
6
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.08M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$596K |
| 3 |
PARA
Paramount Global Class B
PARA
|
$518K |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$503K |
| 5 |
CVS Health
CVS
|
$402K |
Top Sells
Sector Composition
| 1 | Technology | 14.99% |
| 2 | Healthcare | 10.01% |
| 3 | Communication Services | 7.99% |
| 4 | Consumer Staples | 6.8% |
| 5 | Financials | 6.64% |