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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$12.4M
3
+$8.64M
4
NVDA icon
NVIDIA
NVDA
+$7.18M
5
TTD icon
Trade Desk
TTD
+$6.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.73%
2 Consumer Discretionary 17.36%
3 Financials 14.04%
4 Communication Services 13.55%
5 Industrials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71.6K 0.05%
+709
77
$71.5K 0.05%
+600
78
$68.7K 0.05%
+515
79
$67.6K 0.05%
+1,100
80
$65.4K 0.05%
+3,950
81
$63.8K 0.05%
+665
82
$62.5K 0.05%
+138
83
$61.3K 0.05%
+582
84
$61.3K 0.05%
+1,629
85
$60.5K 0.05%
+355
86
$59.4K 0.05%
+1,100
87
$59K 0.05%
+505
88
$56.8K 0.04%
+40
89
$56.1K 0.04%
+515
90
$56.1K 0.04%
+667
91
$55.7K 0.04%
+411
92
$55.2K 0.04%
+422
93
$55.2K 0.04%
+1,537
94
$53.6K 0.04%
+101
95
$52.7K 0.04%
+2,000
96
$51K 0.04%
+350
97
$50.9K 0.04%
+258
98
$48.6K 0.04%
+300
99
$46.8K 0.04%
+250
100
$46.6K 0.04%
+850
2 3
4
5 6