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
$246M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$482K
3
+$437K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$339K
5
PYPL icon
PayPal
PYPL
+$292K

Top Sells

1
+$15.9M
2
+$6.78M
3
+$1.72M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.2M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.15M

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 4.26%
3 Communication Services 3.67%
4 Financials 3.59%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.1%
1,787
-100
77
$254K 0.1%
13,785
78
$252K 0.1%
7,724
-500
79
$242K 0.1%
+2,478
80
$238K 0.1%
+1,203
81
$237K 0.1%
2,042
82
$231K 0.09%
1,771
83
$209K 0.08%
+1,196
84
$208K 0.08%
+1,245
85
$202K 0.08%
+3,177
86
$201K 0.08%
+4,502
87
$136K 0.06%
10,445
88
– –
-1,554
1 2 3
4