AMIM
Aull & Monroe Investment Management Portfolio holdings
AUM
$215M
1-Year Est. Return
28.37%
This Fund
S&P 500
1 Year Est. Return
+28.37%
AUM
$200M
AUM Growth
+$3.62M
(+1.8%)
Holding
127
Top Buys
| 1 | +$255K | |
| 2 | +$215K | |
| 3 | +$195K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$77.7K |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$71K |
Top Sells
| 1 | +$622K | |
| 2 | +$414K | |
| 3 | +$303K | |
| 4 |
HP
HPQ
|
+$236K |
| 5 |
Lamb Weston
LW
|
+$234K |
Sector Composition
| 1 | Industrials | 23.7% |
| 2 | Financials | 14.48% |
| 3 | Healthcare | 14.28% |
| 4 | Technology | 10.56% |
| 5 | Energy | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Lamb Weston
LW
$6.07B
| – | – |
-4,027
|
|
||
127
Kimberly-Clark
KMB
$32.5B
| – | – |
-1,750
|
|