AP
Americana Partners Portfolio holdings
AUM
$2.9B
1-Year Return
17.64%
This Quarter Return
+2.7%
1 Year Return
+17.64%
3 Year Return
+65.89%
5 Year Return
+117.54%
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.07%
Holding
588
New
587
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Enterprise Products Partners
EPD
|
+$12M |
| 2 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$10M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
+$9.68M |
| 4 |
MPLX
MPLX
|
+$8.53M |
| 5 |
Kinder Morgan
KMI
|
+$6.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 49.75% |
| 2 | Technology | 4.42% |
| 3 | Financials | 3.86% |
| 4 | Healthcare | 1.83% |
| 5 | Consumer Discretionary | 1.8% |
