ANC
Ames National Corp Portfolio holdings
AUM
$168M
1-Year Est. Return
11%
1 Year Est. Return
+11%
AUM
$168M
AUM Growth
+$13.8M
(+8.9%)
Holding
69
Top Buys
| 1 | +$2.28M | |
| 2 | +$782K | |
| 3 | +$758K | |
| 4 |
Casey's General Stores
CASY
|
+$678K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$504K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$271K | |
| 3 | +$226K | |
| 4 |
Microsoft
MSFT
|
+$210K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$171K |
Sector Composition
| 1 | Technology | 10.25% |
| 2 | Financials | 7.21% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Communication Services | 3.31% |
| 5 | Healthcare | 3.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pfizer
PFE
$147B
| $412K | 0.24% |
16,172
+10
|
|
||
52
Sysco
SYY
$35.6B
| $403K | 0.24% |
4,895
-200
|
|
||
53
Deere & Co
DE
$131B
| $399K | 0.24% |
873
-35
|
|
||
54
RTX Corp
RTX
$240B
| $381K | 0.23% |
2,278
|
|
||
55
ConocoPhillips
COP
$118B
| $358K | 0.21% |
3,787
|
|
||
56
Walt Disney
DIS
$199B
| $353K | 0.21% |
3,082
-150
|
|
||
57
Air Products & Chemicals
APD
$54.1B
| $350K | 0.21% |
1,285
|
|
||
58
AbbVie
ABBV
$395B
| $339K | 0.2% |
1,465
|
|
||
59
Coca-Cola
KO
$303B
| $318K | 0.19% |
4,797
-150
|
|
||
60
Abbott
ABT
$218B
| $311K | 0.18% |
2,325
|
|
||
61
Alliant Energy
LNT
$16.8B
| $289K | 0.17% |
4,285
|
|
||
62
Stryker
SYK
$135B
| $275K | 0.16% |
+745
|
|
||
63
Broadcom
AVGO
$1.7T
| $231K | 0.14% |
+700
|
|
||
64
Vanguard FTSE Developed Markets ETF
VEA
$189B
| $221K | 0.13% |
3,686
-50
|
|
||
65
IBM
IBM
$289B
| $220K | 0.13% |
779
|
|
||
66
Kimberly-Clark
KMB
$34.2B
| $203K | 0.12% |
1,635
-40
|
|
||
67
DNP Select Income Fund
DNP
$3.73B
| $180K | 0.11% |
18,000
-8,845
|
|
||
68
Dow Inc
DOW
$17B
| $87.3K | 0.05% |
+3,807
|
|