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
201
$6.27K ﹤0.01%
+75
202
$6.17K ﹤0.01%
+14
203
$6.13K ﹤0.01%
+56
204
$6.09K ﹤0.01%
+20
205
$6.03K ﹤0.01%
+342
206
$5.44K ﹤0.01%
+35
207
$5.3K ﹤0.01%
+125
208
$5.18K ﹤0.01%
+24
209
$5.08K ﹤0.01%
+34
210
$4.9K ﹤0.01%
+175
211
$4.9K ﹤0.01%
+85
212
$4.82K ﹤0.01%
+31
213
$4.07K ﹤0.01%
+7
214
$3.98K ﹤0.01%
+25
215
$3.84K ﹤0.01%
+87
216
$3.78K ﹤0.01%
+15
217
$3.77K ﹤0.01%
+56
218
$3.48K ﹤0.01%
+25
219
$3.45K ﹤0.01%
+27
220
$3.42K ﹤0.01%
+50
221
$3.2K ﹤0.01%
+38
222
$3.05K ﹤0.01%
+10
223
$2.86K ﹤0.01%
+200
224
$2.75K ﹤0.01%
+280
225
$2.63K ﹤0.01%
+3
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