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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
+6.7%
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
$349M
AUM Growth
-$44.9M
Cap. Flow
-$65.8M
Cap. Flow %
-18.87%
Top 10 Hldgs %
56.83%
Holding
101
New
4
Increased
18
Reduced
20
Closed
4

Sector Composition

Rank Sector Weight
1 Technology 5.5%
2 Financials 4.02%
3 Communication Services 3.68%
4 Consumer Discretionary 3.32%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVE icon
1
iShares S&P 500 Value ETF
IVE
$48.6B
$39.4M 11.29%
266,598
+1,102
+0.4% +$162K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$30.5M 8.74%
71,152
-2,422
-3% -$1.01M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$138B
$30.2M 8.66%
261,789
+16,420
+7% +$1.88M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$879B
$23M 6.59%
53,445
+569
+1% +$238K
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$73.5B
$19.2M 5.52%
264,393
+1,663
+0.6% +$115K
IWM icon
6
iShares Russell 2000 ETF
IWM
$81.2B
$15.2M 4.35%
66,092
-3,978
-6% -$894K
ICLN icon
7
iShares Global Clean Energy ETF
ICLN
$2.43B
$11.5M 3.3%
491,002
+13,471
+3% +$307K
IWR icon
8
iShares Russell Mid-Cap ETF
IWR
$56.5B
$10.7M 3.08%
135,546
-11,640
-8% -$903K
DVY icon
9
iShares Select Dividend ETF
DVY
$23.6B
$9.81M 2.81%
84,128
-1,492
-2% -$177K
EFA icon
10
iShares MSCI EAFE ETF
EFA
$75.8B
$8.71M 2.5%
110,351
+495
+0.5% +$39.3K
AAPL icon
11
Apple
AAPL
$4.8T
$7.78M 2.23%
56,802
+200
+0.4% +$25.9K
IHAK icon
12
iShares Cybersecurity and Tech ETF
IHAK
$1.04B
$6.78M 1.94%
156,996
+3,269
+2% +$134K
BATT icon
13
Amplify Lithium & Battery Technology ETF
BATT
$112M
$6.5M 1.87%
361,853
+7,830
+2% +$127K
UFOX
14
Defiance Space and Connective Tech ETF
UFOX
$862M
$6.49M 1.86%
170,677
+3,915
+2% +$143K
ARKF icon
15
ARK Blockchain & Fintech Innovation ETF
ARKF
$750M
$6.49M 1.86%
119,855
+2,728
+2% +$140K
DRIV icon
16
Global X Autonomous & Electric Vehicles ETF
DRIV
$381M
$6.42M 1.84%
226,779
+5,249
+2% +$144K
URNM icon
17
Sprott Uranium Miners ETF
URNM
$1.74B
$5.59M 1.6%
178,952
+3,538
+2% +$112K
MSFT icon
18
Microsoft
MSFT
$2.99T
$5.15M 1.48%
19,001
XLP icon
19
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$4.73M 1.36%
67,550
JPM icon
20
JPMorgan Chase
JPM
$901B
$4.58M 1.31%
29,442
-240
-0.8% -$37.7K
META icon
21
Meta Platforms (Facebook)
META
$1.64T
$4.23M 1.21%
12,167
AMZN icon
22
Amazon
AMZN
$2.69T
$4.16M 1.19%
24,160
PFE icon
23
Pfizer
PFE
$141B
$4.04M 1.16%
103,211
-615
-0.6% -$23.9K
IWS icon
24
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$3.59M 1.03%
31,201
+131
+0.4% +$15K
IBB icon
25
iShares Biotechnology ETF
IBB
$9.23B
$3.25M 0.93%
19,865

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Amarillo National Bank's Q2 2021 Portfolio in Review

As of Q2 2021, Amarillo National Bank held 101 positions worth $349M, down 11% from $394M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Amarillo National Bank withdrew a net $65.8M in Q2 2021, closing 4 positions and reducing 20 holdings. Its most notable exit was Heartland Financial USA, Inc., an estimated $661K position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, up from 4.4% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Amarillo National Bank opened a new position in iShares Preferred and Income Securities ETF worth $394K.

  • Amarillo National Bank's largest Q2 2021 buy was iShares Preferred and Income Securities ETF: 10,020 shares worth $394K.
  • Amarillo National Bank added most to iShares Core US Aggregate Bond ETF in Q2 2021, an estimated $1.88M increase.
  • Amarillo National Bank's biggest Q2 2021 reduction was Matador Resources, cutting an estimated $1.2M.
  • Amarillo National Bank fully exited Heartland Financial USA, Inc. in Q2 2021, selling an estimated $661K.
  • Amarillo National Bank's ten largest holdings make up 57% of its $349M portfolio in Q2 2021.
  • Amarillo National Bank opened 4 new positions and closed 4 in Q2 2021.
  • Amarillo National Bank's portfolio value fell 11% quarter-over-quarter to $349M.

Based on Amarillo National Bank's 13F filing for Q2 2021, filed 22 Jul 2021.