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
151
– –
-2,690
152
– –
-16,188
153
– –
-2,099
154
– –
-1,709
155
– –
-11,251
156
– –
-578
157
– –
-2,709
158
– –
-726
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