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

Top Buys

1
+$1.03M
2
+$1.03M
3
+$919K
4
XOM icon
Exxon Mobil
XOM
+$640

Top Sells

1
+$3.78M
2
+$3.21M
3
+$1.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M
5
GM icon
General Motors
GM
+$480K

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
– –
-54,666
29
– –
-38,325
30
– –
-2,190
1
2