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
151
$16.6K 0.01%
+105
152
$16.3K 0.01%
+125
153
$16.2K 0.01%
+59
154
$16.1K 0.01%
+400
155
$15.8K 0.01%
+218
156
$15.6K 0.01%
+52
157
$15.6K 0.01%
+289
158
$15.5K 0.01%
+200
159
$15.5K 0.01%
+143
160
$15.4K 0.01%
+200
161
$14.9K 0.01%
+153
162
$14.4K 0.01%
+4,732
163
$14.1K 0.01%
+207
164
$14.1K 0.01%
+400
165
$13.8K 0.01%
+100
166
$13.6K 0.01%
+29
167
$13.5K 0.01%
+308
168
$13.5K 0.01%
+200
169
$13.3K 0.01%
+2,000
170
$13.3K 0.01%
+90
171
$12.3K 0.01%
+1,235
172
$12.2K 0.01%
+200
173
$11.9K 0.01%
+25
174
$11.9K 0.01%
+50
175
$11.7K 0.01%
+31
5 6
7
8 9