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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
EW icon
26
Edwards Lifesciences
EW
$51.4B
– –
-20,444
HDB icon
27
HDFC Bank
HDB
$129B
– –
-2,336
MBB icon
28
iShares MBS ETF
MBB
$39.5B
– –
-112,618
MCO icon
29
Moody's
MCO
$81.9B
– –
-2,350
MRVL icon
30
Marvell Technology
MRVL
$256B
– –
-8,200
MSCI icon
31
MSCI
MSCI
$44.5B
– –
-4,075
PTC icon
32
PTC
PTC
$13.5B
– –
-18,314
QCOM icon
33
Qualcomm
QCOM
$232B
– –
-4,100
ZTS icon
34
Zoetis
ZTS
$33B
– –
-13,269
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