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
$119M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$1.01M
3 +$717K
4
XOM icon
Exxon Mobil
XOM
+$625

Top Sells

1 +$3.78M
2 +$3.21M
3 +$1.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
GM icon
General Motors
GM
+$470K

Sector Composition

1 Financials 23.38%
2 Technology 17.83%
3 Industrials 14.54%
4 Materials 12.6%
5 Energy 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$225K 0.19%
8,540
27
$172K 0.14%
10,000
28
-2,190
29
-38,325
30
-54,666