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
126
$27.8K 0.02%
+549
127
$27.7K 0.02%
+300
128
$26.6K 0.02%
+200
129
$26.4K 0.02%
+200
130
$26.3K 0.02%
+750
131
$26.1K 0.02%
+361
132
$25.6K 0.02%
+500
133
$25.3K 0.02%
+220
134
$24.9K 0.02%
+50
135
$24.8K 0.02%
+102
136
$24.4K 0.02%
+100
137
$24.1K 0.02%
+600
138
$23.7K 0.02%
+204
139
$22.7K 0.02%
+101
140
$22K 0.02%
+394
141
$21.3K 0.02%
+183
142
$21K 0.02%
+557
143
$21K 0.02%
+165
144
$20.6K 0.02%
+104
145
$18.4K 0.01%
+370
146
$18.4K 0.01%
+512
147
$18.3K 0.01%
+160
148
$18.3K 0.01%
+400
149
$17.5K 0.01%
+168
150
$17.1K 0.01%
+200
4 5
6
7 8