AIM
Adapt Investment Managers Portfolio holdings
AUM
$475M
1-Year Est. Return
0.15%
1 Year Est. Return
-0.15%
AUM
$475M
AUM Growth
+$185M
(+64%)
Holding
59
Top Buys
| 1 | +$36.6M | |
| 2 | +$30.7M | |
| 3 | +$23.7M | |
| 4 |
Broadcom
AVGO
|
+$20.2M |
| 5 |
Tesla
TSLA
|
+$18M |
Top Sells
| 1 | +$25.2M | |
| 2 | +$22.9M | |
| 3 | +$15.5M | |
| 4 |
Johnson & Johnson
JNJ
|
+$5.82M |
| 5 |
Amazon
AMZN
|
+$5.37M |
Sector Composition
| 1 | Technology | 63.36% |
| 2 | Communication Services | 15.94% |
| 3 | Consumer Discretionary | 14.82% |
| 4 | Consumer Staples | 0.98% |
| 5 | Materials | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Qualcomm
QCOM
$191B
| – | – |
0
|
|
||
52
Roblox
RBLX
$66.4B
| – | – |
0
|
|
||
53
Royal Caribbean
RCL
$76B
| – | – |
0
|
|
||
54
Roku
ROKU
$15.8B
| – | – |
0
|
|
||
55
Truist Financial
TFC
$63.8B
| – | – |
0
|
|
||
56
US Bancorp
USB
$83.5B
| – | – |
0
|
|
||
57
Verizon
VZ
$170B
| – | – |
0
|
|
||
58
Walmart Inc. Common Stock
WMT
$917B
| – | – |
0
|
|
||
59
Zscaler
ZS
$38.6B
| – | – |
0
|
|