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
76
$861K 0.15%
106,447
+1,779
77
$840K 0.14%
5,041
-264
78
$823K 0.14%
2,270
-313
79
$809K 0.14%
6,844
-47
80
$803K 0.14%
3,911
-86
81
$797K 0.13%
2,599
+5
82
$777K 0.13%
1,326
+99
83
$771K 0.13%
10,756
-186
84
$733K 0.12%
4,512
-47
85
$732K 0.12%
16,658
-185
86
$686K 0.12%
25,851
+3,256
87
$664K 0.11%
3,484
-673
88
$617K 0.1%
5,414
+5
89
$612K 0.1%
6,479
-176
90
$599K 0.1%
2,586
-203
91
$584K 0.1%
1,621
+86
92
$581K 0.1%
634
-24
93
$576K 0.1%
1,012
+1
94
$576K 0.1%
2,525
+59
95
$544K 0.09%
1,355
+6
96
$532K 0.09%
8,495
-72
97
$530K 0.09%
5,998
98
$523K 0.09%
1,624
+5
99
$523K 0.09%
2,159
+64
100
$515K 0.09%
1,324
+10
2 3
4
5 6