AIM
ADAR Investment Management Portfolio holdings
AUM
$3.75M
This Quarter Return
+3.9%
1 Year Return
+8.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$432M
AUM Growth
–
Cap. Flow
+$432M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.74%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Travel + Leisure Co
TNL
|
$27.6M |
| 2 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$27M |
| 3 |
NCR Voyix
VYX
|
$26.6M |
| 4 |
JPMorgan Chase
JPM
|
$26.5M |
| 5 |
Capital One
COF
|
$26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 23.19% |
| 2 | Consumer Discretionary | 22.27% |
| 3 | Real Estate | 12.26% |
| 4 | Materials | 7.87% |
| 5 | Energy | 6.82% |
