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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
$151M
AUM Growth
+$8.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$1.46M
3
+$1.32M
4
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$1.32M
5
LEN icon
Lennar Class A
LEN
+$858K

Top Sells

1
+$1.08M
2
+$989K
3
+$874K
4
PARA
Paramount Global Class B
PARA
+$494K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 14.42%
2 Healthcare 9.71%
3 Consumer Staples 6.61%
4 Communication Services 6.24%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$60K 0.04%
836
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152
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-5,758
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155
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-21,954
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158
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160
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-7,551
165
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-34,570
3 4 5 6
7