AMIM

Aull & Monroe Investment Management Portfolio holdings

AUM $200M
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$288K
2 +$122K
3 +$110K
4
T icon
AT&T
T
+$38.8K
5
PM icon
Philip Morris
PM
+$34.6K

Top Sells

1 +$283K
2 +$266K
3 +$151K
4
SAN icon
Banco Santander
SAN
+$125K
5
INTC icon
Intel
INTC
+$70K

Sector Composition

1 Industrials 20.33%
2 Healthcare 12.43%
3 Financials 10.99%
4 Technology 10.29%
5 Energy 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$129K 0.07%
11,900
127
-32,409
128
-4,118