AMIM

Aull & Monroe Investment Management Portfolio holdings

AUM $196M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$447K
2 +$444K
3 +$211K
4
CLX icon
Clorox
CLX
+$210K
5
BDX icon
Becton Dickinson
BDX
+$201K

Top Sells

1 +$636K
2 +$393K
3 +$384K
4
PL
PROTECTIVE LIFE CORP
PL
+$348K
5
ARLP icon
Alliance Resource Partners
ARLP
+$249K

Sector Composition

1 Industrials 16.83%
2 Energy 14.35%
3 Healthcare 13.59%
4 Consumer Staples 9.92%
5 Financials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,995
127
-6,224