AIM
Adapt Investment Managers Portfolio holdings
AUM
$495M
1-Year Est. Return
22.94%
This Fund
S&P 500
1 Year Est. Return
+22.94%
AUM
$475M
AUM Growth
+$185M
(+64%)
Holding
59
Top Buys
| 1 | +$34.2M | |
| 2 | +$25.2M | |
| 3 | +$23.5M | |
| 4 |
Broadcom
AVGO
|
+$18.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$16.7M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$22.9M | |
| 3 | +$15.3M | |
| 4 |
Johnson & Johnson
JNJ
|
+$5.82M |
| 5 |
Amazon
AMZN
|
+$5.53M |
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
$159B
| – | – |
0
|
|
||
52
Roblox
RBLX
$40.1B
| – | – |
0
|
|
||
53
Royal Caribbean
RCL
$71.3B
| – | – |
0
|
|
||
54
Roku
ROKU
$17B
| – | – |
0
|
|
||
55
Truist Financial
TFC
$63.2B
| – | – |
0
|
|
||
56
US Bancorp
USB
$86.4B
| – | – |
0
|
|
||
57
Verizon
VZ
$194B
| – | – |
0
|
|
||
58
Walmart Inc
WMT
$1.04T
| – | – |
0
|
|
||
59
Zscaler
ZS
$21.8B
| – | – |
0
|
|