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
$112M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$500K
3 +$440K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$251K
5
WMB icon
Williams Companies
WMB
+$155K

Top Sells

1 +$4.73M
2 +$103K
3 +$61.2K
4
NOV icon
NOV
NOV
+$38.1K

Sector Composition

1 Financials 27.53%
2 Technology 16.84%
3 Consumer Discretionary 15.91%
4 Materials 14.6%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$206K 0.18%
2,508
-745
27
$69K 0.06%
+13,000
28
$52K 0.05%
+11,000
29
-45,884