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
$105M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.03M
3
+$2.98M
4
WHR icon
Whirlpool
WHR
+$1.99M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$1.47M

Top Sells

1
+$5.92M
2
+$4.61M
3
+$2.46M
4
AXTA icon
Axalta
AXTA
+$940K
5
GM icon
General Motors
GM
+$876K

Sector Composition

1 Financials 44.11%
2 Consumer Discretionary 19.8%
3 Materials 7.87%
4 Technology 7.37%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,547
27
– –
-3,100
1
2