ADIM

Alpha DNA Investment Management Portfolio holdings

AUM $5.25M
1-Year Est. Return 16.75%
This Quarter Est. Return
1 Year Est. Return
+16.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.77M
3
+$1.74M
4
PG icon
Procter & Gamble
PG
+$1.73M
5
RTX icon
RTX Corp
RTX
+$1.53M

Top Sells

1
+$2.39M
2
+$1.69M
3
+$1.64M
4
XOM icon
Exxon Mobil
XOM
+$1.31M
5
PH icon
Parker-Hannifin
PH
+$1.21M

Sector Composition

1 Technology 20.99%
2 Healthcare 19.54%
3 Financials 13.71%
4 Consumer Staples 10.13%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
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