AMIM
Aull & Monroe Investment Management Portfolio holdings
AUM
$186M
1-Year Est. Return
14.06%
1 Year Est. Return
+14.06%
AUM
$201M
AUM Growth
+$4.91M
(+2.5%)
Holding
126
Top Buys
| 1 | +$259K | |
| 2 | +$210K | |
| 3 | +$201K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$186K |
| 5 |
Becton Dickinson
BDX
|
+$137K |
Top Sells
| 1 | +$862K | |
| 2 | +$218K | |
| 3 | +$204K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$202K |
| 5 |
Boeing
BA
|
+$123K |
Sector Composition
| 1 | Industrials | 21.76% |
| 2 | Healthcare | 13.69% |
| 3 | Financials | 13.35% |
| 4 | Energy | 10.67% |
| 5 | Technology | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Vanguard Dividend Appreciation ETF
VIG
$97.9B
| – | – |
-1,030
|
|