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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.76M
2 +$5.65M
3 +$4.98M
4
T icon
AT&T
T
+$4.89M
5
PG icon
Procter & Gamble
PG
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.03%
2 Energy 14.5%
3 Healthcare 12.2%
4 Consumer Staples 11.95%
5 Utilities 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.14%
+2,420
102
$201K 0.14%
+2,813