AIM
Alhambra Investment Management Portfolio holdings
AUM
$217M
1-Year Est. Return
18.92%
This Fund
S&P 500
1 Year Est. Return
+18.92%
AUM
$217M
AUM Growth
+$1.59M
(+0.74%)
Holding
183
Top Buys
| 1 | +$582K | |
| 2 | +$432K | |
| 3 | +$426K | |
| 4 |
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
|
+$351K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$324K |
Top Sells
| 1 | +$588K | |
| 2 | +$460K | |
| 3 | +$395K | |
| 4 |
iShares Gold Trust
IAU
|
+$342K |
| 5 |
Salesforce
CRM
|
+$263K |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Healthcare | 6.81% |
| 3 | Communication Services | 6.74% |
| 4 | Consumer Staples | 6.56% |
| 5 | Financials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
BRC Inc
BRCC
$114M
| $14.1K | 0.01% |
18,150
+4,000
|
|
||
|
177
Salesforce
CRM
$153B
| – | – |
-993
|
|
||
178
Essent Group
ESNT
$5.94B
| – | – |
-3,369
|
|
||
179
Grifois
GRFS
$5.71B
| – | – |
-15,479
|
|
||
180
HCA Healthcare
HCA
$105B
| – | – |
-432
|
|
||
181
IBM
IBM
$240B
| – | – |
-704
|
|
||
182
iShares Core S&P Total US Stock Market ETF
ITOT
$87.1B
| – | – |
-1,351
|
|
||
183
Vanguard FTSE Emerging Markets ETF
VWO
$118B
| – | – |
-4,190
|
|