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
$192M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$301K
2 +$217K
3 +$206K
4
MSFT icon
Microsoft
MSFT
+$82.1K
5
O icon
Realty Income
O
+$62.1K

Top Sells

1 +$282K
2 +$226K
3 +$219K
4
CC icon
Chemours
CC
+$201K
5
BA icon
Boeing
BA
+$92.8K

Sector Composition

1 Industrials 21.61%
2 Healthcare 12.38%
3 Financials 11.6%
4 Energy 10.45%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$221K 0.12%
2,627
+324
127
$217K 0.11%
+7,299
128
$211K 0.11%
11,900
129
$206K 0.11%
+81
130
$204K 0.11%
1,852
-54
131
-4,015
132
-20,352
133
-215
134
-8,104