AMIM

Aull & Monroe Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.65K
2
+$2.24K

Top Sells

1
+$564K
2
+$504K
3
+$379K
4
DE icon
Deere & Co
DE
+$366K
5
CSX icon
CSX Corp
CSX
+$334K

Sector Composition

1 Industrials 22.98%
2 Financials 12.75%
3 Healthcare 12.74%
4 Technology 10.12%
5 Energy 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.66%
48,604
-5,694
52
$1.18M 0.6%
13,670
-200
53
$1.07M 0.54%
45,982
-1,160
54
$1.04M 0.53%
33,031
-800
55
$1.03M 0.53%
17,041
-1,400
56
$935K 0.48%
6,918
-200
57
$862K 0.44%
42,975
-9,860
58
$773K 0.39%
6,942
-400
59
$772K 0.39%
8,541
-600
60
$770K 0.39%
5,010
-500
61
$753K 0.38%
3,209
62
$723K 0.37%
26,371
-1,348
63
$714K 0.36%
7,116
-1,400
64
$712K 0.36%
16,771
-1,793
65
$678K 0.35%
10,827
-303
66
$677K 0.35%
24,394
-2,400
67
$671K 0.34%
2,930
68
$668K 0.34%
11,181
-730
69
$658K 0.34%
10,400
-600
70
$655K 0.33%
2,930
+10
71
$643K 0.33%
11,371
-1,700
72
$610K 0.31%
5,352
-725
73
$607K 0.31%
8,893
-1,025
74
$595K 0.3%
11,774
-200
75
$593K 0.3%
10,874
-400
1 2
3
4 5