AIM

Ada Investment Management Portfolio holdings

AUM $148M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.9M
3 +$1.88M
4
AVB icon
AvalonBay Communities
AVB
+$1.87M
5
SLG icon
SL Green Realty
SLG
+$1.53M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 28.59%
2 Technology 14.41%
3 Healthcare 9.26%
4 Consumer Discretionary 7.37%
5 Financials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$206K 0.26%
+11,287
152
$202K 0.25%
+21,361