AIM

Alhambra Investment Management Portfolio holdings

AUM $215M
1-Year Est. Return 18.05%
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$353K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.54M
3
+$1.53M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$1.35M
5
IAU icon
iShares Gold Trust
IAU
+$1.03M

Top Sells

1
+$753K
2
+$452K
3
+$378K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$376K
5
LMT icon
Lockheed Martin
LMT
+$230K

Sector Composition

1 Technology 13.71%
2 Healthcare 9.34%
3 Consumer Staples 6.32%
4 Communication Services 5%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,635
152
– –
-4,780
153
– –
-8,000
154
– –
-10,255
155
– –
-9,006
156
– –
-15,732
157
– –
-991
158
– –
-2,000
3 4 5 6
7