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
$517M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.62M
3
+$5.55M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.92M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.3M

Top Sells

1
+$5.07M
2
+$1.56M
3
+$1.54M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$470K
5
PFE icon
Pfizer
PFE
+$439K

Sector Composition

1 Technology 4.08%
2 Financials 2.87%
3 Consumer Discretionary 1.97%
4 Communication Services 1.96%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 0.76%
32,740
+390
27
$3.51M 0.68%
29,339
-849
28
$3.06M 0.59%
22,040
+120
29
$2.75M 0.53%
7,682
30
$2.7M 0.52%
12,129
-38
31
$2.59M 0.5%
19,865
32
$2.56M 0.5%
25,529
-962
33
$2.56M 0.5%
11,554
-72
34
$2.44M 0.47%
17,787
35
$2.2M 0.43%
58,770
36
$2.18M 0.42%
5,362
37
$2.15M 0.42%
15,380
38
$2.13M 0.41%
25,722
39
$2.08M 0.4%
22,874
-97
40
$2.05M 0.4%
5,799
-568
41
$2.04M 0.39%
19,814
42
$2.01M 0.39%
35,999
-974
43
$1.6M 0.31%
9,986
44
$1.56M 0.3%
29,521
45
$1.55M 0.3%
8,313
46
$1.51M 0.29%
30,378
+1,500
47
$1.49M 0.29%
+14,546
48
$1.49M 0.29%
32,480
49
$1.37M 0.27%
8,436
-54
50
$1.37M 0.27%
25,570
+2,570
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