AIM
ADAR Investment Management Portfolio holdings
AUM
$3.75M
This Quarter Return
+10.68%
1 Year Return
+8.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$18.3M
AUM Growth
+$18.3M
(-94%)
Cap. Flow
-$322M
Cap. Flow
% of AUM
-1,756.82%
Top 10 Holdings %
Top 10 Hldgs %
91.52%
Holding
40
New
2
Increased
5
Reduced
5
Closed
28
Top Buys
| 1 |
ACRE
Ares Commercial Real Estate
ACRE
|
$1.56M |
| 2 |
ESV
Ensco Rowan plc
ESV
|
$1.39M |
| 3 |
Lockheed Martin
LMT
|
$1.21M |
| 4 |
Ovintiv
OVV
|
$1.12M |
| 5 |
Crown Castle
CCI
|
$1M |
Top Sells
| 1 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$28.3M |
| 2 |
Travel + Leisure Co
TNL
|
$26.6M |
| 3 |
XL
XL Group Ltd.
XL
|
$23.7M |
| 4 |
NCR Voyix
VYX
|
$22.4M |
| 5 |
Eagle Materials
EXP
|
$21.3M |
Sector Composition
| 1 | Real Estate | 50.4% |
| 2 | Energy | 15.46% |
| 3 | Financials | 12.03% |
| 4 | Industrials | 11.59% |
| 5 | Materials | 7.34% |
