AIMA
Ables Iannone Moore & Associates Portfolio holdings
AUM
$161M
This Quarter Return
+9.9%
1 Year Return
+15.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+8%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
10.53%
Top 10 Holdings %
Top 10 Hldgs %
67.72%
Holding
74
New
1
Increased
15
Reduced
34
Closed
20
Top Buys
| 1 |
NVIDIA
NVDA
|
$15.9M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$681K |
| 3 |
United Parcel Service
UPS
|
$318K |
| 4 |
American Tower
AMT
|
$315K |
| 5 |
Watts Water Technologies
WTS
|
$286K |
Top Sells
| 1 |
Amazon
AMZN
|
$277K |
| 2 |
Twilio
TWLO
|
$256K |
| 3 |
Mastercard
MA
|
$209K |
| 4 |
Dollar General
DG
|
$203K |
| 5 |
Apple
AAPL
|
$189K |
Sector Composition
| 1 | Technology | 33.99% |
| 2 | Consumer Discretionary | 16.18% |
| 3 | Communication Services | 15.14% |
| 4 | Financials | 12.86% |
| 5 | Industrials | 4.47% |
