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
$118M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$6.56K

Top Sells

1
+$365K
2
+$255K
3
+$123K
4
WHR icon
Whirlpool
WHR
+$101K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.5K

Sector Composition

1 Financials 43.96%
2 Consumer Discretionary 22.24%
3 Technology 12.32%
4 Communication Services 5.52%
5 Materials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 23.54%
133,780
-339
2
$10.1M 8.51%
179,604
-4,560
3
$7.25M 6.13%
134,109
-1,137
4
$7.17M 6.07%
224,442
-3,834
5
$7.17M 6.06%
245,680
-1,405
6
$6.94M 5.87%
43,810
-635
7
$6.85M 5.79%
77,811
-450
8
$6.42M 5.43%
141,915
+30,525
9
$6.33M 5.35%
265,895
-2,060
10
$6.33M 5.35%
91,565
-250
11
$5.26M 4.45%
140,290
-1,880
12
$4.25M 3.59%
99,055
-150
13
$4.23M 3.58%
83,950
+130
14
$4.15M 3.51%
137,580
-725
15
$3.65M 3.09%
151,850
-250
16
$2.45M 2.07%
54,943
-341
17
$691K 0.58%
2,400
18
$261K 0.22%
3,500
19
$259K 0.22%
3,000
20
$247K 0.21%
4,000
21
$197K 0.17%
10,000
22
– –
-14,914