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AIM
Adapt Investment Managers Portfolio holdings
AUM
$294M
1-Year Est. Return
29.66%
This Fund
S&P 500
1 Year Est. Return
+29.66%
AUM
$294M
AUM Growth
-$200M
(-40%)
Holding
90
Top Buys
| 1 | +$31M | |
| 2 | +$30M | |
| 3 | +$26.4M | |
| 4 |
Advanced Micro Devices
AMD
|
+$20M |
| 5 |
Eli Lilly
LLY
|
+$16.1M |
Top Sells
| 1 | +$44.6M | |
| 2 | +$39.3M | |
| 3 | +$33.5M | |
| 4 |
Microsoft
MSFT
|
+$29.8M |
| 5 |
Coinbase
COIN
|
+$23.7M |
Sector Composition
| 1 | Technology | 43% |
| 2 | Consumer Discretionary | 22.12% |
| 3 | Communication Services | 10.8% |
| 4 | Healthcare | 9.46% |
| 5 | Financials | 5.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$4.35T
| – | – |
0
|
|
||
77
Home Depot
HD
$325B
| – | – |
-60,470
|
|
||
78
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| – | – |
0
|
|
||
79
MGM Resorts International
MGM
$12.1B
| – | – |
0
|
|
||
80
Okta
OKTA
$20.4B
| – | – |
-73,789
|
|
||
81
Pfizer
PFE
$149B
| – | – |
0
|
|
||
82
Phillips 66
PSX
$71.4B
| – | – |
0
|
|
||
83
PayPal
PYPL
$36.4B
| – | – |
0
|
|
||
84
US Bancorp
USB
$89.8B
| – | – |
0
|
|
||
85
Verizon
VZ
$196B
| – | – |
-36,555
|
|
||
86
State Street Materials Select Sector SPDR ETF
XLB
$7.82B
| – | – |
0
|
|
||
87
State Street Technology Select Sector SPDR ETF
XLK
$119B
| – | – |
0
|
|
||
88
Zoom
ZM
$27.1B
| – | – |
0
|
|
||
89
Zscaler
ZS
$20.4B
| – | – |
-112,413
|
|
||
|
XYZ
90
Block Inc
XYZ
$41.1B
| – | – |
-97,114
|
|