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
$517M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.62M
3
+$5.55M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.92M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.3M

Top Sells

1
+$5.07M
2
+$1.56M
3
+$1.54M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$470K
5
PFE icon
Pfizer
PFE
+$439K

Sector Composition

1 Technology 4.08%
2 Financials 2.87%
3 Consumer Discretionary 1.97%
4 Communication Services 1.96%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.04%
2,070
-345
102
$207K 0.04%
5,685
103
$144K 0.03%
13,272
-41
104
– –
-1,027
105
– –
-1,448
106
– –
-124,083
1 2 3 4
5