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
$140M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$1.89M
3
+$1.42M
4
CHK
Chesapeake Energy Corporation
CHK
+$375K
5
USG
Usg
USG
+$310K

Top Sells

1
+$3.95M
2
+$1.63M
3
+$1.16M
4
IBM icon
IBM
IBM
+$954K
5
PX
Praxair Inc
PX
+$257K

Sector Composition

1 Technology 25.08%
2 Energy 23.17%
3 Financials 19.27%
4 Materials 11.59%
5 Industrials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$208K 0.15%
+3,500
27
$111K 0.08%
2,525
-250
28
– –
-1,980
29
– –
-33,648
1
2