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
$149M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$367K
2 +$71.2K
3 +$59.3K
4
XOM icon
Exxon Mobil
XOM
+$46.2K
5
BAC icon
Bank of America
BAC
+$45.1K

Top Sells

1 +$329K
2 +$293K
3 +$273K
4
BR icon
Broadridge
BR
+$268K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$251K

Sector Composition

1 Industrials 19.03%
2 Healthcare 14.43%
3 Utilities 11.29%
4 Technology 11.27%
5 Consumer Staples 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,496