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
$431M
AUM Growth
-$177K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$234K
3
+$226K
4
ABT icon
Abbott
ABT
+$218K
5
GLD icon
SPDR Gold Trust
GLD
+$211K

Top Sells

1
+$7.01M
2
+$3.19M
3
+$3.05M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.5M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.47M

Sector Composition

1 Technology 3.16%
2 Financials 3.09%
3 Healthcare 2.04%
4 Consumer Staples 1.96%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,105
102
– –
-13,056
103
– –
-4,380
1 2 3 4
5