AIMA
Ables Iannone Moore & Associates Portfolio holdings
AUM
$161M
This Quarter Return
+14.3%
1 Year Return
+15.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+6.8%)
Cap. Flow
-$4.12M
Cap. Flow
% of AUM
-2.94%
Top 10 Holdings %
Top 10 Hldgs %
64.65%
Holding
309
New
–
Increased
16
Reduced
38
Closed
234
Top Buys
| 1 |
Alight
ALIT
|
$1.31M |
| 2 |
UnitedHealth
UNH
|
$565K |
| 3 |
American Tower
AMT
|
$262K |
| 4 |
Tesla
TSLA
|
$235K |
| 5 |
Apple
AAPL
|
$199K |
Top Sells
| 1 |
Amazon
AMZN
|
$436K |
| 2 |
Boeing
BA
|
$359K |
| 3 |
Nike
NKE
|
$236K |
| 4 |
NVIDIA
NVDA
|
$217K |
| 5 |
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% |
