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
$451M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$14.5M
3
+$13.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.4M
5
ABBV icon
AbbVie
ABBV
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.05%
2 Technology 15.08%
3 Healthcare 14.55%
4 Industrials 10.05%
5 Consumer Staples 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.51%
+46,743
52
$2.08M 0.46%
+22,874
53
$1.82M 0.4%
+13,002
54
$1.79M 0.4%
+33,622
55
$1.78M 0.4%
+35,020
56
$1.77M 0.39%
+5,017
57
$1.75M 0.39%
+21,380
58
$1.7M 0.38%
+5,925
59
$1.57M 0.35%
+13,804
60
$1.51M 0.33%
+14,655
61
$1.41M 0.31%
+7,981
62
$1.37M 0.3%
+23,106
63
$1.22M 0.27%
+106,344
64
$1.21M 0.27%
+15,738
65
$1.19M 0.26%
+15,234
66
$1.18M 0.26%
+8,926
67
$1.16M 0.26%
+28,058
68
$1.14M 0.25%
+4,629
69
$1.12M 0.25%
+8,201
70
$1.07M 0.24%
+9,901
71
$1.06M 0.23%
+74,800
72
$1M 0.22%
+18,720
73
$1M 0.22%
+6,575
74
$1M 0.22%
+19,095
75
$981K 0.22%
+2,705
1 2
3
4 5