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
$162M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$172K
3
+$159K
4
PEP icon
PepsiCo
PEP
+$106K
5
MSFT icon
Microsoft
MSFT
+$75.9K

Top Sells

1
+$597K
2
+$343K
3
+$340K
4
NVDA icon
NVIDIA
NVDA
+$270K
5
AAPL icon
Apple
AAPL
+$251K

Sector Composition

1 Technology 32.13%
2 Consumer Discretionary 17.19%
3 Communication Services 15.18%
4 Financials 14.37%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.15%
2,149
-208
52
$236K 0.15%
3,120
-200
53
$217K 0.13%
412
54
$216K 0.13%
4,355
+236
55
$101K 0.06%
10,700
-700
56
– –
-9,161
57
– –
-108,463
58
– –
-58,707
59
– –
-2,921
1 2
3