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
$263M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.3M
3
+$3.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.86M
5
DE icon
Deere & Co
DE
+$632K

Top Sells

1
+$1.58M
2
+$807K
3
+$749K
4
MSFT icon
Microsoft
MSFT
+$732K
5
SBUX icon
Starbucks
SBUX
+$653K

Sector Composition

1 Technology 4.44%
2 Consumer Discretionary 3.49%
3 Financials 3.36%
4 Healthcare 3.06%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.1%
1,981
+78
77
$260K 0.1%
1,604
-502
78
$254K 0.1%
+1,957
79
$250K 0.1%
1,203
80
$243K 0.09%
4,469
-15
81
$235K 0.09%
3,105
82
$225K 0.09%
+2,807
83
$215K 0.08%
1,272
84
$213K 0.08%
+2,278
85
$206K 0.08%
8,900
86
$202K 0.08%
+2,413
87
$197K 0.07%
10,445
1 2 3
4