AIM

Adapt Investment Managers Portfolio holdings

AUM $475M
1-Year Est. Return 0.15%
This Quarter Est. Return
1 Year Est. Return
-0.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$57.1M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$41.8M
5
MSFT icon
Microsoft
MSFT
+$37.2M

Top Sells

1
+$23.9M
2
+$19.5M
3
+$18.4M
4
AVGO icon
Broadcom
AVGO
+$11.2M
5
AMGN icon
Amgen
AMGN
+$10.6M

Sector Composition

1 Technology 61.75%
2 Communication Services 18.62%
3 Consumer Discretionary 5.96%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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