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
$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
1
$19.3M 13.78%
112,505
+1,162
2
$14.3M 10.2%
79,118
-2,415
3
$12.9M 9.21%
142,660
-2,400
4
$9.44M 6.74%
62,534
+655
5
$7.41M 5.3%
84,786
-1,435
6
$6.3M 4.5%
22,567
-126
7
$6.13M 4.38%
14,564
-200
8
$5.31M 3.8%
13,854
-147
9
$5.22M 3.73%
26,044
-145
10
$4.23M 3.02%
111,684
-915
11
$3.42M 2.44%
8,129
-122
12
$3.06M 2.19%
11,208
-48
13
$2.81M 2.01%
14,208
+1,328
14
$2.57M 1.84%
16,875
-39
15
$2.27M 1.62%
14,366
-308
16
$2.25M 1.61%
7,980
-27
17
$2.19M 1.56%
8,048
-40
18
$1.92M 1.37%
4,680
+86
19
$1.91M 1.36%
193,550
+133,160
20
$1.8M 1.28%
3,631
+1,142
21
$1.76M 1.25%
47,345
-425
22
$1.55M 1.11%
9,415
-200
23
$1.48M 1.06%
2,016
-9
24
$1.34M 0.96%
21,961
-300
25
$1.26M 0.9%
7,393
-85
1
2 3 4 5