AMBIA

Allen Mooney & Barnes Investment Advisors Portfolio holdings

AUM $642M
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$689K
3
+$608K
4
DXCM icon
DexCom
DXCM
+$477K
5
TSLA icon
Tesla
TSLA
+$430K

Top Sells

1
+$1.31M
2
+$1.05M
3
+$720K
4
AAPL icon
Apple
AAPL
+$691K
5
AXP icon
American Express
AXP
+$657K

Sector Composition

1 Financials 20.67%
2 Technology 16.5%
3 Industrials 10.9%
4 Consumer Staples 10.29%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.96M 1.68%
190,563
-1,051
27
$9.56M 1.61%
45,480
-141
28
$9.15M 1.54%
41,625
-1,121
29
$7.4M 1.25%
74,654
-3,737
30
$7.32M 1.23%
28,705
31
$6.92M 1.17%
45,513
+1,132
32
$6.66M 1.12%
64,390
+42
33
$6.29M 1.06%
19,900
+179
34
$6M 1.01%
85,249
+79
35
$5.83M 0.98%
45,877
+1,161
36
$5.62M 0.95%
246,609
-5,127
37
$5.6M 0.94%
50,259
-367
38
$5.43M 0.92%
71,862
+3,143
39
$4.59M 0.77%
28,242
+194
40
$4.21M 0.71%
17,507
-251
41
$4.14M 0.7%
45,809
+44
42
$4.05M 0.68%
5,248
+127
43
$4.01M 0.68%
194,202
-18,228
44
$3.46M 0.58%
13,110
-605
45
$3.33M 0.56%
6,182
-178
46
$2.84M 0.48%
19,633
+1,532
47
$2.58M 0.43%
41,382
+230
48
$2.56M 0.43%
5,645
49
$2.46M 0.42%
58,832
-76
50
$2.3M 0.39%
23,075
+170
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