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AIM

Avanda Investment Management Portfolio holdings

AUM $63.1M
1-Year Est. Return 2.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.1M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.61M
3
+$1.46M
4
AMD icon
Advanced Micro Devices
AMD
+$1.02M
5
KLAR
Klarna Group
KLAR
+$910K

Top Sells

1
+$10.7M
2
+$4.29M
3
+$4.18M
4
V icon
Visa
V
+$3.26M
5
PTC icon
PTC
PTC
+$3.19M

Sector Composition

1 Consumer Discretionary 43.44%
2 Technology 36.04%
3 Communication Services 7.08%
4 Financials 5.26%
5 Materials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$53.1B
$13.5M 21.45%
163,506
YUMC icon
2
Yum China
YUMC
$15.3B
$12.4M 19.59%
251,550
-80,700
NVDA icon
3
NVIDIA
NVDA
$5.15T
$5.86M 9.28%
33,600
+10,500
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.51T
$3.16M 5.01%
11,000
-9,000
MSFT icon
5
Microsoft
MSFT
$2.97T
$2.95M 4.67%
7,960
+1,960
AVGO icon
6
Broadcom
AVGO
$1.87T
$2.84M 4.49%
9,160
+2,760
V icon
7
Visa
V
$616B
$2.72M 4.31%
9,000
-10,125
LIN icon
8
Linde
LIN
$241B
$1.98M 3.14%
4,000
-9,100
TMO icon
9
Thermo Fisher Scientific
TMO
$176B
$1.97M 3.11%
4,000
-2,000
AMD icon
10
Advanced Micro Devices
AMD
$892B
$1.57M 2.48%
7,700
+4,800
AMAT icon
11
Applied Materials
AMAT
$465B
$1.54M 2.44%
4,500
+1,300
KLAC icon
12
KLA
KLAC
$335B
$1.53M 2.43%
1,040
+440
AMZN icon
13
Amazon
AMZN
$2.65T
$1.52M 2.41%
+7,300
LRCX icon
14
Lam Research
LRCX
$486B
$1.52M 2.4%
7,100
+2,400
ASML icon
15
ASML
ASML
$729B
$1.51M 2.38%
1,140
+440
TXN icon
16
Texas Instruments
TXN
$285B
$1.36M 2.15%
7,000
-5,000
META icon
17
Meta Platforms (Facebook)
META
$1.51T
$1.3M 2.07%
+2,280
AAPL icon
18
Apple
AAPL
$4.35T
$736K 1.17%
2,900
+300
INTC icon
19
Intel
INTC
$643B
$715K 1.13%
16,200
-3,900
MU icon
20
Micron Technology
MU
$1.23T
$642K 1.02%
1,900
-1,100
KLAR
21
Klarna Group
KLAR
$6.65B
$602K 0.95%
+45,964
EWZ icon
22
iShares MSCI Brazil ETF
EWZ
$9.32B
$581K 0.92%
15,208
KSA icon
23
iShares MSCI Saudi Arabia ETF
KSA
$670M
$579K 0.92%
14,719
BEKE icon
24
KE Holdings
BEKE
$18.4B
$59.9K 0.09%
4,000
-26,700
ARM icon
25
Arm
ARM
$441B
– –
-5,100
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