AMIM
Aull & Monroe Investment Management Portfolio holdings
AUM
$186M
1-Year Est. Return
14.06%
1 Year Est. Return
+14.06%
AUM
$186M
AUM Growth
-$14.7M
(-7.3%)
Holding
127
Top Buys
| 1 | +$282K | |
| 2 | +$226K | |
| 3 | +$211K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$209K |
| 5 |
Moody's
MCO
|
+$201K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$1.08M | |
| 3 | +$847K | |
| 4 |
Home Depot
HD
|
+$744K |
| 5 |
Cummins
CMI
|
+$722K |
Sector Composition
| 1 | Industrials | 22.75% |
| 2 | Financials | 14.14% |
| 3 | Healthcare | 12.11% |
| 4 | Technology | 10.23% |
| 5 | Energy | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Diamondback Energy
FANG
$40.3B
| – | – |
-1,310
|
|
||
127
PNC Financial Services
PNC
$70.4B
| – | – |
-1,586
|
|