ADIM

Alpha DNA Investment Management Portfolio holdings

AUM $5.25M
1-Year Est. Return 26.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.23M
3
+$2.21M
4
TJX icon
TJX Companies
TJX
+$1.81M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.37M

Top Sells

1
+$2.62M
2
+$2.54M
3
+$2.52M
4
CI icon
Cigna
CI
+$2.32M
5
JPM icon
JPMorgan Chase
JPM
+$2.18M

Sector Composition

1 Technology 22.49%
2 Financials 19.21%
3 Healthcare 14.35%
4 Consumer Discretionary 9.21%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
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