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
$116M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$35.5K

Top Sells

1 +$5.03M
2 +$3.05M
3 +$2.31M
4
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$288K
5
AAPL icon
Apple
AAPL
+$254K

Sector Composition

1 Financials 43.99%
2 Consumer Discretionary 21.49%
3 Technology 11.36%
4 Communication Services 6.3%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-38,495
27
-73,810