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
$140M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$565K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$235K
5
AAPL icon
Apple
AAPL
+$199K

Top Sells

1
+$436K
2
+$359K
3
+$236K
4
NVDA icon
NVIDIA
NVDA
+$217K
5
KO icon
Coca-Cola
KO
+$201K

Sector Composition

1 Technology 30.87%
2 Consumer Discretionary 17.57%
3 Financials 14.32%
4 Communication Services 14.24%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-75
127
– –
-1
128
– –
-210
129
– –
-138
130
– –
-9
131
– –
-100
132
– –
0
133
– –
-361
134
– –
-20
135
– –
-14
136
– –
-300
137
– –
-31
138
– –
-266
139
– –
-56
140
– –
-40
141
– –
-50
142
– –
-8
143
– –
-22
144
– –
-400
145
– –
-300
146
– –
-515
147
– –
-35
148
– –
-7
149
– –
-200
150
– –
-3
4 5
6
7 8