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
$147M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.55M
3
+$2.03M
4
DNOW icon
DNOW Inc
DNOW
+$1.81M
5
IBM icon
IBM
IBM
+$1.41M

Top Sells

1
+$7.63M
2
+$5.78M
3
+$5.74M
4
FWONK icon
Liberty Media Series C
FWONK
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$862K

Sector Composition

1 Financials 22.26%
2 Technology 19.28%
3 Energy 15.06%
4 Communication Services 15.03%
5 Industrials 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$270K 0.18%
10,000
27
$216K 0.15%
+3,000
28
$203K 0.14%
+3,500
29
$109K 0.07%
2,525
30
– –
-47,634
31
– –
-93,015
32
– –
-359,069
33
– –
-6,000
1
2