AIMA
Ables Iannone Moore & Associates Portfolio holdings
AUM
$183M
1-Year Est. Return
21.36%
This Fund
S&P 500
1 Year Est. Return
+21.36%
AUM
$183M
AUM Growth
+$8.7M
(+5%)
Holding
60
Top Buys
| 1 | +$1.21M | |
| 2 | +$902K | |
| 3 | +$884K | |
| 4 |
Home Depot
HD
|
+$811K |
| 5 |
TSMC
TSM
|
+$490K |
Top Sells
| 1 | +$604K | |
| 2 | +$421K | |
| 3 | +$268K | |
| 4 |
Broadcom
AVGO
|
+$268K |
| 5 |
Apple
AAPL
|
+$235K |
Sector Composition
| 1 | Technology | 31.78% |
| 2 | Consumer Discretionary | 15.48% |
| 3 | Financials | 14.73% |
| 4 | Communication Services | 14.45% |
| 5 | Industrials | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$332B
| $407K | 0.22% |
+5,826
|
|
||
52
Marriott International
MAR
$87.5B
| $396K | 0.22% |
1,277
-100
|
|
||
53
Procter & Gamble
PG
$359B
| $318K | 0.17% |
2,219
-633
|
|
||
54
Labcorp
LH
$22.7B
| $305K | 0.17% |
1,215
-10
|
|
||
55
Walmart Inc
WMT
$982B
| $300K | 0.16% |
2,697
|
|
||
56
Prologis
PLD
$127B
| $275K | 0.15% |
2,155
|
|
||
57
iShares Russell 2000 ETF
IWM
$73.4B
| $252K | 0.14% |
1,022
+118
|
|
||
58
Mastercard
MA
$460B
| $235K | 0.13% |
412
|
|
||
59
Alight
ALIT
$496M
| $58.6K | 0.03% |
30,050
-107,750
|
|
||
|
60
Broadcom
AVGO
$1.58T
| – | – |
-812
|
|