AMIM
Aull & Monroe Investment Management Portfolio holdings
AUM
$200M
1-Year Est. Return
21.21%
1 Year Est. Return
+21.21%
AUM
$196M
AUM Growth
+$9.54M
(+5.1%)
Holding
127
Top Buys
| 1 | +$277K | |
| 2 | +$240K | |
| 3 | +$217K | |
| 4 |
Dominion Energy
D
|
+$212K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$206K |
Top Sells
| 1 | +$372K | |
| 2 | +$304K | |
| 3 | +$217K | |
| 4 |
Caterpillar
CAT
|
+$211K |
| 5 |
International Paper
IP
|
+$211K |
Sector Composition
| 1 | Industrials | 23.02% |
| 2 | Financials | 14.1% |
| 3 | Healthcare | 12.34% |
| 4 | Technology | 10.86% |
| 5 | Energy | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Moody's
MCO
$96.1B
| – | – |
-400
|
|
||
127
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
| – | – |
-5,110
|
|