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
$147M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$243K
3
+$225K
4
UPS icon
United Parcel Service
UPS
+$206K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K

Top Sells

1
+$358K
2
+$251K
3
+$236K
4
ABNB icon
Airbnb
ABNB
+$154K
5
AMZN icon
Amazon
AMZN
+$146K

Sector Composition

1 Technology 30.53%
2 Consumer Discretionary 16.63%
3 Financials 16.47%
4 Communication Services 11.51%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.84%
208,700
-50
27
$1.08M 0.73%
9,000
-1,285
28
$1.06M 0.72%
1,286
+121
29
$1.06M 0.72%
4,094
-70
30
$1.05M 0.71%
3,360
-5
31
$1.03M 0.7%
11,220
-654
32
$945K 0.64%
7,156
-65
33
$930K 0.63%
7,822
-413
34
$916K 0.62%
19,579
-80
35
$807K 0.55%
3,955
36
$779K 0.53%
13,899
-115
37
$740K 0.5%
1,577
+196
38
$734K 0.5%
6,014
-299
39
$671K 0.46%
9,465
-401
40
$661K 0.45%
2,464
-50
41
$630K 0.43%
1,353
42
$529K 0.36%
3,102
-25
43
$519K 0.35%
24,490
44
$438K 0.3%
2,613
45
$425K 0.29%
5,830
-300
46
$361K 0.25%
1,550
47
$352K 0.24%
1,477
48
$329K 0.22%
3,750
+99
49
$327K 0.22%
+1,969
50
$299K 0.2%
548
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