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
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.44M
3 +$490K
4
EQR icon
Equity Residential
EQR
+$226K
5
XOM icon
Exxon Mobil
XOM
+$208K

Top Sells

1 +$605K
2 +$152K
3 +$111K
4
AAPL icon
Apple
AAPL
+$66.5K
5
DHI icon
D.R. Horton
DHI
+$60.2K

Sector Composition

1 Financials 41.55%
2 Consumer Discretionary 22.21%
3 Technology 7.77%
4 Materials 7.19%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$207K 0.17%
+4,000