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
126
$313K 0.05%
3,846
-2,360
127
$310K 0.05%
2,400
-4
128
$304K 0.05%
5,723
+198
129
$294K 0.05%
1,916
+82
130
$293K 0.05%
2,510
-198
131
$291K 0.05%
4,149
-28
132
$284K 0.05%
4,459
-52
133
$281K 0.05%
2,800
134
$280K 0.05%
2,320
+3
135
$273K 0.05%
2,597
+1
136
$268K 0.05%
1,729
-73
137
$262K 0.04%
1,937
+201
138
$258K 0.04%
4,839
139
$256K 0.04%
2,068
140
$247K 0.04%
12,309
-480
141
$242K 0.04%
+713
142
$241K 0.04%
858
+67
143
$231K 0.04%
910
144
$212K 0.04%
4,394
-48
145
$212K 0.04%
452
+46
146
$206K 0.03%
909
-284
147
$200K 0.03%
1,770
-15
148
$110K 0.02%
13,276
+65
149
$83.1K 0.01%
14,601
150
– –
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3 4 5
6
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