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
$452M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.5M
3
+$2.12M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
AAPL icon
Apple
AAPL
+$910K

Top Sells

1
+$9.03M
2
+$4.51M
3
+$1.18M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$199K

Sector Composition

1 Financials 20.4%
2 Technology 16.44%
3 Healthcare 10.24%
4 Industrials 9.42%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$378K 0.08%
3,236
+336
102
$376K 0.08%
11,147
-191
103
$373K 0.08%
+2,095
104
$368K 0.08%
1,338
+2
105
$363K 0.08%
4,731
+389
106
$353K 0.08%
4,688
+34
107
$351K 0.08%
+1,714
108
$344K 0.08%
1,106
+87
109
$342K 0.08%
767
+2
110
$340K 0.08%
1,298
-227
111
$330K 0.07%
21,553
+10,638
112
$323K 0.07%
32,424
+22
113
$317K 0.07%
+3,603
114
$315K 0.07%
+713
115
$315K 0.07%
3,743
+19
116
$310K 0.07%
5,991
+1,575
117
$297K 0.07%
8,676
118
$296K 0.07%
2,450
+40
119
$292K 0.06%
1,016
-15,724
120
$287K 0.06%
1,816
121
$284K 0.06%
4,994
-500
122
$282K 0.06%
3,657
+392
123
$280K 0.06%
4,193
+652
124
$275K 0.06%
1,466
+1
125
$273K 0.06%
2,289
+151
2 3 4
5
6