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
$198M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$6.3M
3
+$5.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.87M

Top Sells

1
+$410K
2
+$341K
3
+$325K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$312K
5
MMM icon
3M
MMM
+$304K

Sector Composition

1 Technology 8.69%
2 Consumer Discretionary 5.03%
3 Energy 4.66%
4 Communication Services 3.78%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$73K 0.04%
11,502
127
– –
-10,788
128
– –
-1,005
129
– –
-2,357
130
– –
-2,502
131
– –
-153
132
– –
-2,428
2 3 4 5
6