AIMA

Ables Iannone Moore & Associates Portfolio holdings

AUM $174M
1-Year Est. Return 23.17%
This Quarter Est. Return
1 Year Est. Return
+23.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$12.4M
3
+$8.64M
4
NVDA icon
NVIDIA
NVDA
+$7.18M
5
TTD icon
Trade Desk
TTD
+$6.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.73%
2 Consumer Discretionary 17.36%
3 Financials 14.04%
4 Communication Services 13.55%
5 Industrials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.25K ﹤0.01%
+20
227
$2.23K ﹤0.01%
+17
228
$2.19K ﹤0.01%
+7
229
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+35
230
$2K ﹤0.01%
+9
231
$1.86K ﹤0.01%
+25
232
$1.75K ﹤0.01%
+500
233
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+11
234
$1.65K ﹤0.01%
+20
235
$1.63K ﹤0.01%
+4
236
$1.63K ﹤0.01%
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$1.61K ﹤0.01%
+31
238
$1.54K ﹤0.01%
+12
239
$1.52K ﹤0.01%
+150
240
$1.46K ﹤0.01%
+3
241
$1.45K ﹤0.01%
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242
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243
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+3
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$1.3K ﹤0.01%
+14
245
$1.27K ﹤0.01%
+22
246
$1.21K ﹤0.01%
+13
247
$1.18K ﹤0.01%
+10
248
$1.15K ﹤0.01%
+5
249
$1.09K ﹤0.01%
+20
250
$975 ﹤0.01%
+28
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