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
$147M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$243K
3
+$225K
4
UPS icon
United Parcel Service
UPS
+$206K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K

Top Sells

1
+$358K
2
+$251K
3
+$236K
4
ABNB icon
Airbnb
ABNB
+$154K
5
AMZN icon
Amazon
AMZN
+$146K

Sector Composition

1 Technology 30.53%
2 Consumer Discretionary 16.63%
3 Financials 16.47%
4 Communication Services 11.51%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.15%
689
+2
52
$226K 0.15%
412
53
$225K 0.15%
+2,010
54
$213K 0.15%
4,251
-104
55
$211K 0.14%
2,139
-10
56
$202K 0.14%
+360
57
$64.6K 0.04%
10,200
-500
58
– –
-3,120
1 2
3