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
$155M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$293K
3
+$262K
4
MTBA icon
Simplify MBS ETF
MTBA
+$212K
5
KO icon
Coca-Cola
KO
+$210K

Top Sells

1
+$2.12M
2
+$1.37M
3
+$541K
4
AMZN icon
Amazon
AMZN
+$353K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$324K

Sector Composition

1 Technology 32.22%
2 Consumer Discretionary 16.45%
3 Communication Services 14.41%
4 Financials 13.7%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.77%
8,073
+287
27
$1.12M 0.72%
5,403
28
$1.1M 0.71%
12,199
-1,582
29
$1.09M 0.7%
4,164
-204
30
$1.08M 0.7%
3,364
31
$990K 0.64%
7,331
-5
32
$942K 0.61%
8,039
+164
33
$836K 0.54%
9,891
+4
34
$819K 0.53%
3,955
+705
35
$792K 0.51%
13,711
-24
36
$742K 0.48%
6,434
-718
37
$718K 0.46%
19,869
-67
38
$688K 0.44%
2,514
39
$659K 0.43%
1,349
-7
40
$647K 0.42%
1,356
-24
41
$597K 0.39%
9,161
-8,300
42
$542K 0.35%
3,127
-175
43
$469K 0.3%
6,240
-105
44
$457K 0.3%
24,490
45
$415K 0.27%
2,613
46
$367K 0.24%
1,477
47
$364K 0.23%
1,625
48
$343K 0.22%
58,707
+1,939
49
$304K 0.2%
3,765
-19
50
$293K 0.19%
+3,320
1
2
3