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
$140M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$565K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$235K
5
AAPL icon
Apple
AAPL
+$199K

Top Sells

1
+$436K
2
+$359K
3
+$236K
4
NVDA icon
NVIDIA
NVDA
+$217K
5
KO icon
Coca-Cola
KO
+$201K

Sector Composition

1 Technology 30.87%
2 Consumer Discretionary 17.57%
3 Financials 14.32%
4 Communication Services 14.24%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.17%
558
52
$231K 0.16%
3,834
53
$209K 0.15%
435
54
$203K 0.14%
1,300
55
$151K 0.11%
10,560
-300
56
$111K 0.08%
114,903
-700
57
$48.4K 0.03%
92
58
$45.8K 0.03%
3,950
59
$41.4K 0.03%
505
-40
60
$22.9K 0.02%
183
61
$19.2K 0.01%
168
62
$17.6K 0.01%
140
-20
63
$15.8K 0.01%
143
64
$15.1K 0.01%
202
-5
65
$11.1K 0.01%
75
66
$10.1K 0.01%
150
67
$9.25K 0.01%
44
-100
68
$8.87K 0.01%
105
69
$8.23K 0.01%
60
70
$7.5K 0.01%
65
71
$4.92K ﹤0.01%
31
72
$4.3K ﹤0.01%
87
73
$4.06K ﹤0.01%
15
74
– –
-200
75
– –
-300
1 2
3
4 5