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
$155M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$293K
3
+$262K
4
MTBA icon
Simplify MBS ETF
MTBA
+$212K
5
KO icon
Coca-Cola
KO
+$210K

Top Sells

1
+$2.12M
2
+$1.37M
3
+$541K
4
AMZN icon
Amazon
AMZN
+$353K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$324K

Sector Composition

1 Technology 32.22%
2 Consumer Discretionary 16.45%
3 Communication Services 14.41%
4 Financials 13.7%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.18%
548
52
$269K 0.17%
687
53
$227K 0.15%
2,357
-821
54
$212K 0.14%
+4,119
55
$210K 0.14%
+2,921
56
$203K 0.13%
+412
57
$86.3K 0.06%
11,400
-6,300
58
$83.6K 0.05%
108,463
-4,530
1 2
3