AIM
Alhambra Investment Management Portfolio holdings
AUM
$202M
This Quarter Return
+4.28%
1 Year Return
+13.87%
3 Year Return
+42.92%
5 Year Return
+78.14%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+6.1%)
Cap. Flow
+$4.15M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
35.65%
Holding
151
New
7
Increased
54
Reduced
35
Closed
8
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.15M |
| 2 |
iShares US Real Estate ETF
IYR
|
$1.94M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$732K |
| 4 |
iShares Biotechnology ETF
IBB
|
$689K |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$288K |
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Healthcare | 9.65% |
| 3 | Consumer Staples | 6.56% |
| 4 | Industrials | 5.44% |
| 5 | Consumer Discretionary | 5.29% |