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
+$645K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.73M
3
+$1.7M
4
GM icon
General Motors
GM
+$1.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M

Top Sells

1
+$3.75M
2
+$2.46M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$981K
5
HL icon
Hecla Mining
HL
+$69K

Sector Composition

1 Financials 31.48%
2 Consumer Discretionary 17.73%
3 Technology 15.93%
4 Materials 10.55%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-31,618
27
– –
-61,290
28
– –
-13,000
29
– –
-11,000
1
2