AMAL

Asset Management Advisors LLC Portfolio holdings

AUM $164M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$3.84M
3 +$2.01M
4
DE icon
Deere & Co
DE
+$1.83M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.02M

Top Sells

1 +$4.03M
2 +$2.35M
3 +$2.28M
4
ARW icon
Arrow Electronics
ARW
+$211K
5
WFC icon
Wells Fargo
WFC
+$115K

Sector Composition

1 Technology 21.74%
2 Financials 20.24%
3 Energy 17.06%
4 Communication Services 14.37%
5 Industrials 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$222K 0.14%
6,000
-1,000
27
$108K 0.07%
2,525
28
-3,500