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
$302M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$770K
3
+$206K
4
JPM icon
JPMorgan Chase
JPM
+$14K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.86K

Top Sells

1
+$601K
2
+$470K
3
+$408K
4
XOM icon
Exxon Mobil
XOM
+$311K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$107K

Sector Composition

1 Technology 3.9%
2 Communication Services 3.19%
3 Energy 3.19%
4 Consumer Discretionary 2.48%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.07%
4,634
-234
77
$206K 0.07%
+3,757
78
$177K 0.06%
2,108
-61
1 2 3
4