AIM
Ada Investment Management Portfolio holdings
AUM
$148M
This Quarter Return
-7.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$115M
(+145%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
59.81%
Top 10 Holdings %
Top 10 Hldgs %
10.08%
Holding
534
New
380
Increased
40
Reduced
35
Closed
79
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$4.98M |
| 2 |
Welltower
WELL
|
$1.71M |
| 3 |
Federal Realty Investment Trust
FRT
|
$1.65M |
| 4 |
Allstate
ALL
|
$1.65M |
| 5 |
Public Storage
PSA
|
$1.42M |
Top Sells
| 1 |
Ventas
VTR
|
$1.86M |
| 2 |
AvalonBay Communities
AVB
|
$1.8M |
| 3 |
Equity Residential
EQR
|
$1.78M |
| 4 |
Boston Properties
BXP
|
$1.75M |
| 5 |
CyberArk
CYBR
|
$1.37M |
Sector Composition
| 1 | Real Estate | 16.44% |
| 2 | Industrials | 14.59% |
| 3 | Technology | 12.06% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Healthcare | 9.81% |
