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
1
$21.4M 16.35%
+111,343
2
$12.4M 9.45%
+81,533
3
$8.64M 6.59%
+61,879
4
$7.18M 5.48%
+145,060
5
$6.2M 4.73%
+86,221
6
$5.91M 4.51%
+22,693
7
$5.55M 4.24%
+14,764
8
$4.85M 3.7%
+14,001
9
$4.45M 3.4%
+26,189
10
$3.79M 2.89%
+112,599
11
$2.94M 2.24%
+8,251
12
$2.78M 2.12%
+12,880
13
$2.56M 1.95%
+11,256
14
$2.38M 1.82%
+16,914
15
$2.37M 1.81%
+8,007
16
$2.3M 1.75%
+14,674
17
$1.96M 1.49%
+8,088
18
$1.84M 1.4%
+4,594
19
$1.69M 1.29%
+22,261
20
$1.66M 1.26%
+47,770
21
$1.34M 1.02%
+2,025
22
$1.31M 1%
+2,489
23
$1.31M 1%
+9,615
24
$1.23M 0.94%
+7,837
25
$1.12M 0.86%
+7,516
1
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