AMIM
Aull & Monroe Investment Management Portfolio holdings
AUM
$215M
1-Year Est. Return
28.37%
This Fund
S&P 500
1 Year Est. Return
+28.37%
AUM
$215M
AUM Growth
+$15.7M
(+7.9%)
Holding
128
Top Buys
| 1 | +$766K | |
| 2 | +$376K | |
| 3 | +$241K | |
| 4 |
Newmont
NEM
|
+$237K |
| 5 |
Johnson Controls International
JCI
|
+$225K |
Top Sells
| 1 | +$470K | |
| 2 | +$222K | |
| 3 | +$218K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$218K |
| 5 |
Eli Lilly
LLY
|
+$215K |
Sector Composition
| 1 | Industrials | 24.33% |
| 2 | Financials | 13.23% |
| 3 | Healthcare | 13.22% |
| 4 | Energy | 11.49% |
| 5 | Technology | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Moody's
MCO
$83.1B
| – | – |
-400
|
|
||
127
Broadridge
BR
$18.8B
| – | – |
-976
|
|
||
128
American Express
AXP
$228B
| – | – |
-600
|
|