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
101
$44.5K 0.03%
+300
102
$43.9K 0.03%
+92
103
$41.9K 0.03%
+200
104
$41.3K 0.03%
+545
105
$40.1K 0.03%
+1,150
106
$39.6K 0.03%
+388
107
$39.5K 0.03%
+273
108
$39K 0.03%
+1,353
109
$38.2K 0.03%
+200
110
$38.2K 0.03%
+543
111
$37.6K 0.03%
+400
112
$37.4K 0.03%
+500
113
$37K 0.03%
+239
114
$36.7K 0.03%
+1,014
115
$34.5K 0.03%
+2,500
116
$34.3K 0.03%
+239
117
$32.5K 0.02%
+411
118
$31.2K 0.02%
+191
119
$30.4K 0.02%
+250
120
$30K 0.02%
+474
121
$29.2K 0.02%
+70
122
$29.2K 0.02%
+129
123
$28.9K 0.02%
+144
124
$28.8K 0.02%
+82
125
$28.5K 0.02%
+200
3 4
5
6 7