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
$167M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$263K
2 +$258K
3 +$242K
4
PNC icon
PNC Financial Services
PNC
+$228K
5
BR icon
Broadridge
BR
+$208K

Top Sells

1 +$234K
2 +$224K
3 +$214K
4
GD icon
General Dynamics
GD
+$211K
5
DLX icon
Deluxe
DLX
+$210K

Sector Composition

1 Industrials 17.41%
2 Healthcare 13.13%
3 Energy 11.18%
4 Consumer Staples 11.17%
5 Utilities 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,667