AIM

Avanda Investment Management Portfolio holdings

AUM $101M
1-Year Est. Return 12.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.25M
3
+$1.24M
4
INTC icon
Intel
INTC
+$759K
5
AAPL icon
Apple
AAPL
+$698K

Top Sells

1
+$12.8M
2
+$10.1M
3
+$3.82M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.09M
5
AMD icon
Advanced Micro Devices
AMD
+$359K

Sector Composition

1 Consumer Discretionary 36.39%
2 Technology 22.55%
3 Financials 10.27%
4 Healthcare 6.85%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$320B
$621K 0.62%
2,900
-1,600
ARM icon
27
Arm
ARM
$135B
$557K 0.55%
5,100
+2,700
KSA icon
28
iShares MSCI Saudi Arabia ETF
KSA
$683M
$537K 0.53%
14,719
EWZ icon
29
iShares MSCI Brazil ETF
EWZ
$9.35B
$484K 0.48%
15,208
-34,484
BEKE icon
30
KE Holdings
BEKE
$19.2B
$484K 0.48%
+30,700
HDB icon
31
HDFC Bank
HDB
$147B
$85.4K 0.08%
2,336
-2,400
1
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