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Home > Institutional Investor > Allen Mooney & Barnes Investment Advisors Llc > Profile

Instuitional Investor - Allen Mooney & Barnes Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Allen Mooney & Barnes Investment Advisors Llc
Portfolio Value $525,803,393
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 177,711 $34,214,677 6.5%
2.
Microsoft Corp
 MSFT 56,589 $21,279,795 4.04%
3.
Amazon Com Inc
 AMZN 137,830 $20,941,890 3.98%
4.
Alphabet Inc.
 GOOG 149,704 $20,912,152 3.97%
5.
Exxon Mobil Corp
 XOM 154,077 $15,404,666 2.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)