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
$469M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$1.76M
3 +$1.51M
4
MKL icon
Markel Group
MKL
+$1.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M

Top Sells

1 +$4.12M
2 +$1.53M
3 +$240K
4
GNRC icon
Generac Holdings
GNRC
+$228K
5
DG icon
Dollar General
DG
+$225K

Sector Composition

1 Financials 20.05%
2 Technology 15%
3 Healthcare 10.54%
4 Energy 9.01%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,587
152
-1,531
153
-13,638
154
-1,327
155
-1,135