AIM
Ada Investment Management Portfolio holdings
AUM
$148M
This Quarter Return
-2.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79.8M
AUM Growth
–
Cap. Flow
+$79.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
154
New
154
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Ventas
VTR
|
$1.86M |
| 2 |
AvalonBay Communities
AVB
|
$1.8M |
| 3 |
Equity Residential
EQR
|
$1.78M |
| 4 |
Boston Properties
BXP
|
$1.75M |
| 5 |
SL Green Realty
SLG
|
$1.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 28.59% |
| 2 | Technology | 14.95% |
| 3 | Healthcare | 9.26% |
| 4 | Consumer Discretionary | 7.37% |
| 5 | Financials | 6.54% |
