AIA

Avalon Investment & Advisory Portfolio holdings

AUM $3.65B
1-Year Est. Return 0.46%
This Quarter Est. Return
1 Year Est. Return
+0.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.14B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$29.2M
3
+$28.4M
4
MDT icon
Medtronic
MDT
+$26.8M
5
QCOM icon
Qualcomm
QCOM
+$22.3M

Top Sells

1
+$31.3M
2
+$21.6M
3
+$16.8M
4
NFLX icon
Netflix
NFLX
+$16.8M
5
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$16M

Sector Composition

1 Technology 23.42%
2 Financials 15.8%
3 Healthcare 15.49%
4 Consumer Staples 9.01%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
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