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
$286M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$770K
3
+$504K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$304K

Top Sells

1
+$1.85M
2
+$1.5M
3
+$666K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$642K
5
GE icon
GE Aerospace
GE
+$438K

Sector Composition

1 Technology 3.55%
2 Communication Services 3.11%
3 Energy 2.77%
4 Consumer Discretionary 2.42%
5 Financials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,950
1 2 3
4