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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$12.4M
3
+$8.64M
4
NVDA icon
NVIDIA
NVDA
+$7.18M
5
TTD icon
Trade Desk
TTD
+$6.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.73%
2 Consumer Discretionary 17.36%
3 Financials 14.04%
4 Communication Services 13.55%
5 Industrials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.18%
+2,170
52
$216K 0.16%
+10,860
53
$215K 0.16%
+558
54
$201K 0.15%
+3,834
55
$201K 0.15%
+3,410
56
$195K 0.15%
+660
57
$186K 0.14%
+435
58
$177K 0.13%
+115,603
59
$177K 0.13%
+1,300
60
$168K 0.13%
+2,040
61
$141K 0.11%
+3,561
62
$135K 0.1%
+551
63
$122K 0.09%
+210
64
$117K 0.09%
+2,319
65
$114K 0.09%
+6,072
66
$111K 0.09%
+429
67
$106K 0.08%
+300
68
$102K 0.08%
+2,771
69
$99.4K 0.08%
+3,150
70
$91.5K 0.07%
+820
71
$88.6K 0.07%
+1,955
72
$83.8K 0.06%
+348
73
$82.3K 0.06%
+1,563
74
$81.3K 0.06%
+130
75
$75.4K 0.06%
+600
1 2
3
4 5