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
$107M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$745K
3
+$44.2K
4
AAPL icon
Apple
AAPL
+$41.7K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.6K

Top Sells

1
+$2.18M
2
+$1.73M
3
+$1.63M
4
USG
Usg
USG
+$483K
5
KMX icon
CarMax
KMX
+$405K

Sector Composition

1 Financials 27.47%
2 Technology 15.55%
3 Consumer Discretionary 15.47%
4 Materials 12.16%
5 Industrials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 19.48%
127,828
+255
2
$7.63M 7.13%
48,094
-901
3
$6M 5.61%
207,929
-16,717
4
$5.33M 4.99%
179,582
+31,777
5
$4.73M 4.42%
45,884
-1,341
6
$4.66M 4.36%
84,610
-29,534
7
$4.54M 4.25%
130,434
-49,591
8
$4.5M 4.2%
29,681
-308
9
$4.45M 4.16%
153,840
+1,440
10
$4.3M 4.02%
69,179
-5,531
11
$4.13M 3.86%
22,700
+35
12
$3.89M 3.64%
176,150
-100
13
$3.69M 3.45%
142,881
-1,642
14
$3.62M 3.39%
88,657
+867
15
$3.61M 3.38%
30,838
-772
16
$3.39M 3.17%
165,509
-5,941
17
$3.38M 3.16%
124,410
+1,625
18
$3.37M 3.15%
108,295
-3,350
19
$2.44M 2.28%
90,985
-235
20
$2.33M 2.18%
62,240
-2,715
21
$2.23M 2.08%
34,597
-6,291
22
$2.02M 1.89%
73,980
+1,345
23
$745K 0.7%
+138
24
$384K 0.36%
2,400
25
$294K 0.27%
3,253
+6
1
2