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
176
$11.5K 0.01%
+225
177
$11.4K 0.01%
+200
178
$11.2K 0.01%
+93
179
$10.9K 0.01%
+25
180
$10.6K 0.01%
+15
181
$10.5K 0.01%
+125
182
$10.4K 0.01%
+75
183
$9.71K 0.01%
+66
184
$9.59K 0.01%
+150
185
$9.45K 0.01%
+200
186
$9.08K 0.01%
+251
187
$8.75K 0.01%
+150
188
$8.56K 0.01%
+200
189
$8.15K 0.01%
+60
190
$8.12K 0.01%
+105
191
$8.11K 0.01%
+100
192
$8.04K 0.01%
+31
193
$7.95K 0.01%
+150
194
$7.89K 0.01%
+105
195
$7.83K 0.01%
+100
196
$7.76K 0.01%
+13
197
$7.74K 0.01%
+100
198
$7.64K 0.01%
+150
199
$6.84K 0.01%
+65
200
$6.78K 0.01%
+105
6 7
8
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