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
$162M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$899K
2 +$172K
3 +$159K
4
PEP icon
PepsiCo
PEP
+$106K
5
MSFT icon
Microsoft
MSFT
+$75.9K

Top Sells

1 +$597K
2 +$343K
3 +$340K
4
NVDA icon
NVIDIA
NVDA
+$270K
5
AAPL icon
Apple
AAPL
+$251K

Sector Composition

1 Technology 32.13%
2 Consumer Discretionary 17.19%
3 Communication Services 15.18%
4 Financials 14.37%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.2M 0.74%
7,887
+696
27
$1.17M 0.72%
8,063
-10
28
$1.09M 0.67%
5,378
-25
29
$1.04M 0.64%
19,659
-210
30
$977K 0.6%
11,874
-325
31
$899K 0.56%
+1,165
32
$886K 0.55%
8,235
+196
33
$885K 0.55%
7,221
-110
34
$877K 0.54%
3,365
+1
35
$841K 0.52%
2,514
36
$804K 0.5%
3,955
37
$755K 0.47%
14,014
+303
38
$707K 0.44%
9,866
-25
39
$706K 0.44%
1,381
+32
40
$680K 0.42%
6,313
-121
41
$566K 0.35%
1,353
-3
42
$532K 0.33%
24,490
43
$524K 0.32%
3,127
44
$412K 0.25%
1,477
45
$404K 0.25%
2,613
46
$370K 0.23%
6,130
-110
47
$356K 0.22%
1,550
-75
48
$330K 0.2%
3,651
-114
49
$314K 0.19%
548
50
$249K 0.15%
687