AP

Americana Partners Portfolio holdings

AUM $3.32B
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.84M
3
+$4.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.92M
5
BYM icon
BlackRock Municipal Income Quality Trust
BYM
+$2.66M

Top Sells

1
+$3.26M
2
+$3.03M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.23M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.14M

Sector Composition

1 Energy 24%
2 Technology 19%
3 Healthcare 9.69%
4 Industrials 7.29%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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288
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