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Americana Partners Portfolio holdings
AUM
$3.85B
1-Year Est. Return
23.11%
This Fund
S&P 500
This Quarter
Est. Return
+1.98%
1 Year Est. Return
+23.11%
3 Year Est. Return
+67.23%
5 Year Est. Return
+98.01%
10 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$981M
(+67%)
Cap. Flow
+$979M
Cap. Flow
% of AUM
39.93%
Top 10 Holdings %
Top 10 Hldgs %
27.26%
Holding
415
New
49
Increased
166
Reduced
109
Closed
31
Top Buys
| 1 |
Microsoft
MSFT
|
+$131M |
| 2 |
Apple
AAPL
|
+$50.1M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$42.1M |
| 4 |
Eaton
ETN
|
+$41.8M |
| 5 |
JPMorgan Chase
JPM
|
+$38.8M |
Top Sells
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$10.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$10.2M |
| 3 |
L3Harris
LHX
|
+$6.48M |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$6.06M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.33M |
Sector Composition
| 1 | Technology | 21.07% |
| 2 | Energy | 15.54% |
| 3 | Healthcare | 9.37% |
| 4 | Financials | 7.83% |
| 5 | Industrials | 7.14% |
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