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
26
$1.06M 0.81%
+15,131
27
$987K 0.75%
+5,513
28
$978K 0.75%
+3,395
29
$972K 0.74%
+7,478
30
$909K 0.69%
+5,353
31
$776K 0.59%
+3,124
32
$753K 0.57%
+7,533
33
$722K 0.55%
+7,437
34
$680K 0.52%
+2,584
35
$583K 0.44%
+12,405
36
$567K 0.43%
+1,380
37
$515K 0.39%
+60,390
38
$493K 0.38%
+8,000
39
$490K 0.37%
+1,197
40
$485K 0.37%
+3,312
41
$477K 0.36%
+7,850
42
$437K 0.33%
+25,850
43
$409K 0.31%
+22,980
44
$401K 0.31%
+1,779
45
$393K 0.3%
+4,354
46
$369K 0.28%
+1,625
47
$359K 0.27%
+1,377
48
$358K 0.27%
+1,716
49
$261K 0.2%
+53,225
50
$249K 0.19%
+1,890
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