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
$201M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$232K
2 +$230K
3 +$390
4
MCD icon
McDonald's
MCD
+$264

Top Sells

1 +$479K
2 +$411K
3 +$265K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$253K
5
BR icon
Broadridge
BR
+$215K

Sector Composition

1 Industrials 22.1%
2 Healthcare 15.36%
3 Energy 11.31%
4 Financials 10.62%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$183K 0.09%
11,447
127
$132K 0.07%
16,505
-347
128
$123K 0.06%
10,500
129
-9,950
130
-1,491