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
$145M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.64M
3
+$2.44M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.41M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.03M

Top Sells

1
+$576K
2
+$568K
3
+$490K
4
XOM icon
Exxon Mobil
XOM
+$430K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$363K

Sector Composition

1 Technology 11.57%
2 Energy 10.51%
3 Industrials 8.52%
4 Healthcare 6.27%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.05%
11,502
127
– –
-20,108
128
– –
-3,599
129
– –
-47,040
130
– –
-7,106
2 3 4 5
6