AMAL

Asset Management Advisors LLC Portfolio holdings

AUM $165M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$7.69M
3 +$7.39M
4
IBM icon
IBM
IBM
+$7.11M
5
WFC icon
Wells Fargo
WFC
+$6.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.37%
2 Energy 23.62%
3 Financials 18.5%
4 Industrials 12.16%
5 Materials 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$243K 0.19%
+10,000
27
$111K 0.09%
+2,775