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
$170M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$387K
2 +$260K
3 +$258K
4
MO icon
Altria Group
MO
+$244K
5
BN icon
Brookfield
BN
+$239K

Sector Composition

1 Industrials 17.13%
2 Healthcare 14.25%
3 Energy 13.23%
4 Consumer Staples 10.27%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,040
127
-11,280
128
-10,400
129
-1,500