AIM
Avanda Investment Management Portfolio holdings
AUM
$127M
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$127M
AUM Growth
-$49.6M
(-28%)
Holding
35
Top Buys
| 1 | +$1.88M | |
| 2 | +$957K | |
| 3 | +$871K | |
| 4 |
KLA
KLAC
|
+$863K |
| 5 |
Advanced Micro Devices
AMD
|
+$728K |
Top Sells
| 1 | +$60.4M | |
| 2 | +$1.54M | |
| 3 | +$597K | |
| 4 |
iShares MBS ETF
MBB
|
+$274K |
Sector Composition
| 1 | Consumer Discretionary | 45.73% |
| 2 | Technology | 13.29% |
| 3 | Financials | 8.05% |
| 4 | Healthcare | 5.13% |
| 5 | Communication Services | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Qualcomm
QCOM
$194B
| $383K | 0.3% |
+2,300
|
|
||
27
Arm
ARM
$144B
| $340K | 0.27% |
+2,400
|
|
||
28
HDFC Bank
HDB
$184B
| $162K | 0.13% |
4,736
|
|
||
29
Citigroup
C
$200B
| – | – |
0
|
|
||
30
Goldman Sachs
GS
$273B
| – | – |
0
|
|
||
31
JPMorgan Chase
JPM
$864B
| – | – |
0
|
|
||
32
State Street SPDR S&P Bank ETF
KBE
$1.42B
| – | – |
0
|
|
||
33
Invesco KBW Bank ETF
KBWB
$6.01B
| – | – |
0
|
|
||
34
SPDR S&P 500 ETF Trust
SPY
$700B
| – | – |
-97,736
|
|
||
35
Wells Fargo
WFC
$291B
| – | – |
0
|
|