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
$152M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$618K
3 +$552K
4
DIOD icon
Diodes
DIOD
+$540K
5
GSK icon
GSK
GSK
+$528K

Top Sells

1 +$1.01M
2 +$954K
3 +$534K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$472K
5
PFE icon
Pfizer
PFE
+$338K

Sector Composition

1 Technology 15.18%
2 Healthcare 9.76%
3 Consumer Staples 6.5%
4 Industrials 5.69%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,270
152
-7,570
153
-2,581
154
-57,528
155
-9,371
156
-1,123