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
201
$81.4K 0.1%
+4,636
202
$81.2K 0.1%
+2,971
203
$80K 0.1%
+3,411
204
$77.8K 0.1%
+6,217
205
$77.4K 0.1%
+3,989
206
$77.2K 0.1%
+912
207
$76.9K 0.1%
+17,018
208
$76.9K 0.1%
+1,062
209
$76.9K 0.1%
+7,158
210
$76.1K 0.1%
+9,661
211
$75.9K 0.1%
+441
212
$75.7K 0.1%
+4,695
213
$75K 0.09%
+1,041
214
$74.8K 0.09%
+1,121
215
$74.6K 0.09%
+1,155
216
$74.6K 0.09%
+4,663
217
$74.4K 0.09%
+3,302
218
$72.6K 0.09%
+1,087
219
$71.9K 0.09%
+109
220
$71.2K 0.09%
+19,563
221
$71.2K 0.09%
+1,145
222
$70.7K 0.09%
+1,991
223
$70.5K 0.09%
+15,000
224
$70.4K 0.09%
+6,682
225
$69.3K 0.09%
+6,221
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