A

AJOVista Portfolio holdings

AUM $23.4M
1-Year Est. Return 76.18%
This Quarter Est. Return
1 Year Est. Return
+76.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$4.82M
3 +$4.01M
4
BNS icon
Scotiabank
BNS
+$3.62M
5
AAPL icon
Apple
AAPL
+$2.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 24.72%
2 Technology 14.37%
3 Consumer Discretionary 12.83%
4 Healthcare 9.24%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$23K 0.03%
+16,799
352
$22.3K 0.03%
+2,659
353
$21.5K 0.03%
+1,162
354
$21.2K 0.03%
+528
355
$21K 0.03%
+2,042
356
$20.7K 0.03%
+1,544
357
$20.5K 0.03%
+1,112
358
$20.4K 0.03%
+3,688
359
$20.2K 0.03%
+1,076
360
$20.1K 0.03%
+9,013
361
$19.6K 0.02%
+233
362
$19.4K 0.02%
+8,390
363
$19.2K 0.02%
+1,136
364
$19.2K 0.02%
+1,747
365
$19K 0.02%
+334
366
$18.7K 0.02%
+305
367
$18.2K 0.02%
+846
368
$18.1K 0.02%
+650
369
$17.8K 0.02%
+2,175
370
$17.7K 0.02%
+282
371
$17.7K 0.02%
+509
372
$17.5K 0.02%
+1,348
373
$17.4K 0.02%
+515
374
$16.3K 0.02%
+2,054
375
$15.4K 0.02%
+382