AP
Americana Partners Portfolio holdings
AUM
$3.32B
1-Year Est. Return
18.93%
1 Year Est. Return
+18.93%
AUM
$2.9B
AUM Growth
+$327M
(+13%)
Holding
431
Top Buys
| 1 | +$38.6M | |
| 2 | +$18.5M | |
| 3 | +$18.5M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$17.3M |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
|
+$11.9M |
Top Sells
| 1 | +$33.1M | |
| 2 | +$17.7M | |
| 3 | +$7.84M | |
| 4 |
UnitedHealth
UNH
|
+$6.22M |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$5.09M |
Sector Composition
| 1 | Technology | 20.97% |
| 2 | Energy | 13.98% |
| 3 | Financials | 7.69% |
| 4 | Healthcare | 7.68% |
| 5 | Industrials | 6.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
| – | – |
-5,935
|
|
||
427
SL Green Realty
SLG
$3.61B
| – | – |
-4,660
|
|
||
428
CarMax
KMX
$5.99B
| – | – |
-3,284
|
|
||
|
HEES
429
DELISTED
H&E Equipment Services
HEES
| – | – |
-5,154
|
|
||
430
Fortinet
FTNT
$65.9B
| – | – |
-2,111
|
|
||
|
DFS
431
DELISTED
Discover Financial Services
DFS
| – | – |
-1,627
|
|