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
$195M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$455K
2 +$383K
3 +$371K
4
VZ icon
Verizon
VZ
+$337K
5
RY icon
Royal Bank of Canada
RY
+$294K

Top Sells

1 +$385K
2 +$296K
3 +$158K
4
WFC icon
Wells Fargo
WFC
+$124K
5
BA icon
Boeing
BA
+$119K

Sector Composition

1 Industrials 20.49%
2 Healthcare 12.45%
3 Energy 11.9%
4 Financials 10.79%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$219K 0.11%
11,900
127
$213K 0.11%
2,627
128
$210K 0.11%
6,288
-154
129
$208K 0.11%
7,299
130
$205K 0.11%
1,852
131
$204K 0.1%
3,079
132
-1,500
133
-1,339