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
$187M
AUM Growth
+$64K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$962K
2 +$30.3K
3 +$16.8K
4
MCD icon
McDonald's
MCD
+$153
5
KO icon
Coca-Cola
KO
+$90

Top Sells

1 +$1.15M
2 +$269K
3 +$234K
4
SLB icon
SLB Limited
SLB
+$216K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$210K

Sector Composition

1 Industrials 20.78%
2 Healthcare 12.62%
3 Financials 10.87%
4 Energy 10.72%
5 Consumer Staples 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.11%
3,200
127
$175K 0.09%
106
128
-225
129
-5,875
130
-1,906
131
-2,767
132
-2,250
133
-31,447