AMIM
Aull & Monroe Investment Management Portfolio holdings
AUM $201M
AUM
$201M
AUM Growth
+$4.91M (+3%)
Cap. Flow
+$507K
Cap. Flow % of AUM
0.25%
Top 10 Holdings %Top 10 Hldgs %
31.04%
Holding
126
New
2
Increased
19
Reduced
60
Closed
4
Top Buys
| 1 | $259K | |
| 2 | $210K | |
| 3 | $201K | |
| 4 | $186K | |
| 5 | $137K |
Top Sells
| 1 | $123K | |
| 2 | $115K | |
| 3 | $115K | |
| 4 | $82.1K | |
| 5 | $79.7K |
Sector Composition
| 1 | Industrials | 21.76% |
| 2 | Healthcare | 13.69% |
| 3 | Financials | 13.35% |
| 4 | Energy | 10.67% |
| 5 | Technology | 9.44% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,030 | Closed | – |
