ANB
Amarillo National Bank Portfolio holdings
AUM
$538M
This Quarter Return
-12.55%
1 Year Return
+13.87%
3 Year Return
+46.44%
5 Year Return
+67.76%
10 Year Return
+126.77%
AUM
$179M
AUM Growth
+$179M
(-17%)
Cap. Flow
-$822K
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
58.35%
Holding
93
New
1
Increased
13
Reduced
13
Closed
7
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$4.17M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$251K |
| 3 |
Eli Lilly
LLY
|
$203K |
| 4 |
Visa
V
|
$150K |
| 5 |
Alibaba
BABA
|
$103K |
Top Sells
| 1 |
iShares US Technology ETF
IYW
|
$712K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$367K |
| 3 |
Phillips 66
PSX
|
$219K |
| 4 |
iShares MSCI Singapore ETF
EWS
|
$216K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$215K |
Sector Composition
| 1 | Technology | 6.42% |
| 2 | Consumer Discretionary | 5.13% |
| 3 | Financials | 4.39% |
| 4 | Communication Services | 4.39% |
| 5 | Energy | 3.49% |
