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
51
$2.25M 0.38%
27,340
+287
52
$2.03M 0.34%
8,852
-69
53
$1.98M 0.33%
24,680
-1,229
54
$1.85M 0.31%
32,793
-3,307
55
$1.81M 0.3%
3,532
+5
56
$1.69M 0.28%
18,466
-2,576
57
$1.55M 0.26%
16,728
-2,205
58
$1.48M 0.25%
8,844
+145
59
$1.4M 0.24%
4,203
60
$1.4M 0.24%
4,824
-28
61
$1.39M 0.24%
2,433
+12
62
$1.38M 0.23%
10,242
+650
63
$1.3M 0.22%
29,985
-797
64
$1.2M 0.2%
8,283
+106
65
$1.19M 0.2%
29,673
-2,054
66
$1.15M 0.19%
22,681
-3,293
67
$1.11M 0.19%
23,166
-4,615
68
$1.1M 0.19%
7,359
-57
69
$992K 0.17%
8,247
+67
70
$937K 0.16%
19,097
71
$931K 0.16%
2,306
+1,066
72
$921K 0.16%
8,219
+9
73
$883K 0.15%
12,243
-33
74
$870K 0.15%
11,500
-6,804
75
$863K 0.15%
8,011
-35
1 2
3
4 5