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AIM

Adapt Investment Managers Portfolio holdings

AUM $294M
1-Year Est. Return 29.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$12.6M
3
+$9.47M
4
HUBS icon
HubSpot
HUBS
+$8.33M
5
BAC icon
Bank of America
BAC
+$6.02M

Top Sells

1
+$52.8M
2
+$51.4M
3
+$41.7M
4
AAPL icon
Apple
AAPL
+$27.1M
5
MRVL icon
Marvell Technology
MRVL
+$21.1M

Sector Composition

1 Technology 62.47%
2 Consumer Discretionary 13.5%
3 Communication Services 11.81%
4 Financials 2.33%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
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