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
26
$1.26M 0.9%
8,450
+613
27
$1.22M 0.87%
7,760
+244
28
$1.16M 0.83%
5,453
-60
29
$1.02M 0.73%
5,811
+458
30
$1.01M 0.72%
14,071
-1,060
31
$965K 0.69%
3,395
32
$870K 0.62%
7,488
-45
33
$784K 0.56%
4,462
+1,338
34
$763K 0.55%
2,534
-50
35
$703K 0.5%
7,271
-166
36
$684K 0.49%
13,915
+1,510
37
$641K 0.46%
1,380
38
$633K 0.45%
9,912
+2,062
39
$536K 0.38%
3,302
-10
40
$525K 0.38%
1,183
-14
41
$521K 0.37%
4,259
-95
42
$497K 0.36%
6,455
-1,545
43
$426K 0.3%
24,490
-1,360
44
$423K 0.3%
1,677
-102
45
$359K 0.26%
1,691
-25
46
$355K 0.25%
1,625
47
$327K 0.23%
2,483
+593
48
$281K 0.2%
21,680
-1,300
49
$260K 0.19%
55,302
+2,077
50
$242K 0.17%
660
1
2
3 4 5