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
101
$504K 0.09%
2,496
-1,829
102
$502K 0.08%
2,900
103
$501K 0.08%
4,331
+78
104
$494K 0.08%
11,088
105
$479K 0.08%
814
106
$477K 0.08%
+6,132
107
$472K 0.08%
6,320
-650
108
$449K 0.08%
1,093
+196
109
$443K 0.07%
713
110
$428K 0.07%
962
+26
111
$416K 0.07%
13,242
-508
112
$389K 0.07%
2,630
113
$384K 0.06%
52,117
+83
114
$383K 0.06%
222
-50
115
$371K 0.06%
9,875
+48
116
$370K 0.06%
12,519
-94
117
$362K 0.06%
2,591
+1,009
118
$351K 0.06%
10,035
+10
119
$339K 0.06%
3,729
+8
120
$336K 0.06%
1,740
121
$324K 0.05%
1,467
+2
122
$322K 0.05%
5,975
-1,247
123
$321K 0.05%
2,554
+3
124
$318K 0.05%
64
+3
125
$314K 0.05%
30,265
+2,706
3 4
5
6 7