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ANB

Amarillo National Bank Portfolio holdings

AUM $624M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
+11.27%
1 Year Est. Return
+20.28%
3 Year Est. Return
+56.28%
5 Year Est. Return
+54.32%
10 Year Est. Return
+173.42%
AUM
$624M
AUM Growth
+$57.6M
Cap. Flow
+$26.1K
Cap. Flow %
0%
Top 10 Hldgs %
70.63%
Holding
103
New
12
Increased
9
Reduced
24
Closed
5

Top Buys

1
AAPL icon
Apple
AAPL
+$446K
2
INTC icon
Intel
INTC
+$335K
3
QCOM icon
Qualcomm
QCOM
+$206K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$203K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$200K

Top Sells

1
IWM icon
iShares Russell 2000 ETF
IWM
+$409K
2
ETN icon
Eaton
ETN
+$400K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$297K
4
VTV icon
Vanguard Value ETF
VTV
+$263K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$241K

Sector Composition

1 Technology 6.2%
2 Financials 3.91%
3 Communication Services 2.08%
4 Consumer Staples 1.91%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
101
NextEra Energy
NEE
$186B
– –
-2,414
Closed -$224K
VTV icon
102
Vanguard Value ETF
VTV
$186B
– –
-1,343
Closed -$263K
1 2 3 4
5

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AGWCA
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MFGM
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LWM
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