AIMA

Ables Iannone Moore & Associates Portfolio holdings

AUM $183M
1-Year Est. Return 21.36%
This Quarter Est. Return
1 Year Est. Return
+21.36%
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
201
– –
-93
202
– –
-20
203
– –
0
204
– –
-11
205
– –
-1,563
206
– –
-239
207
– –
-429
208
– –
-100
209
– –
-2
210
– –
-1,100
211
– –
-2
212
– –
-400
213
– –
-9
214
– –
-100
215
– –
0
216
– –
-300
217
– –
-8
218
– –
-515
219
– –
-7
220
– –
-8
221
– –
-709
222
– –
-14
223
– –
-13
224
– –
-207
225
– –
-24
7 8
9
10 11