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
$216M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$204K
3 +$200K
4
PAA icon
Plains All American Pipeline
PAA
+$182K
5
PRA icon
ProAssurance
PRA
+$166K

Top Sells

1 +$2.12M
2 +$350K
3 +$241K
4
MSFT icon
Microsoft
MSFT
+$191K
5
DE icon
Deere & Co
DE
+$178K

Sector Composition

1 Industrials 22.67%
2 Healthcare 13.99%
3 Financials 11.65%
4 Technology 9.91%
5 Energy 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$204K 0.09%
+1,030
127
$204K 0.09%
358
-48
128
$200K 0.09%
+3,468
129
$182K 0.08%
+10,500
130
$166K 0.08%
+11,014
131
-39,050