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
$451M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$14.5M
3 +$13.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.4M
5
ABBV icon
AbbVie
ABBV
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.05%
2 Technology 15.08%
3 Healthcare 14.55%
4 Industrials 10.05%
5 Consumer Staples 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$90.2K 0.02%
+14,601