ANB

Amarillo National Bank Portfolio holdings

AUM $569M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$95.7K
3
+$51.7K
4
CVX icon
Chevron
CVX
+$21.5K
5
AMZN icon
Amazon
AMZN
+$15.3K

Top Sells

1
+$954K
2
+$887K
3
+$848K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$455K
5
DVY icon
iShares Select Dividend ETF
DVY
+$341K

Sector Composition

1 Technology 6.5%
2 Communication Services 5.41%
3 Energy 5.04%
4 Consumer Discretionary 4.91%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.76%
17,572
27
$1.46M 0.76%
25,920
-100
28
$1.45M 0.75%
21,012
29
$1.4M 0.73%
19,524
30
$1.32M 0.69%
10,005
31
$1.27M 0.66%
22,740
32
$1.16M 0.6%
14,045
-24
33
$1.13M 0.59%
25,751
34
$1.09M 0.57%
8,647
+170
35
$938K 0.49%
14,000
-61
36
$934K 0.49%
27,123
+19
37
$849K 0.44%
9,986
38
$826K 0.43%
6,639
39
$807K 0.42%
16,225
-97
40
$781K 0.41%
7,615
-235
41
$779K 0.41%
15,314
42
$734K 0.38%
6,052
-89
43
$704K 0.37%
5,192
44
$702K 0.37%
8,812
45
$697K 0.36%
+8,364
46
$611K 0.32%
7,031
47
$602K 0.31%
4,413
48
$585K 0.3%
8,500
49
$561K 0.29%
12,292
+2,096
50
$558K 0.29%
8,063
-89
1
2
3 4