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
$140M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$565K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$235K
5
AAPL icon
Apple
AAPL
+$199K

Top Sells

1
+$436K
2
+$359K
3
+$236K
4
NVDA icon
NVIDIA
NVDA
+$217K
5
KO icon
Coca-Cola
KO
+$201K

Sector Composition

1 Technology 30.87%
2 Consumer Discretionary 17.57%
3 Financials 14.32%
4 Communication Services 14.24%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-850
252
– –
-1,955
253
– –
-104
254
– –
-6
255
– –
-153
256
– –
-251
257
– –
-93
258
– –
-2,000
259
– –
-20
260
– –
-2,500
261
– –
-348
262
– –
-100
263
– –
-4
264
– –
0
265
– –
-1,537
266
– –
-7
267
– –
-11
268
– –
-11
269
– –
-1,563
270
– –
-239
271
– –
-1,150
272
– –
-429
273
– –
-388
274
– –
-105
275
– –
-100
9 10
11
12 13