AIM

Avanda Investment Management Portfolio holdings

AUM $177M
1-Year Est. Return 17.39%
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M

Top Sells

1
+$91.7M
2
+$9.93M
3
+$6.51M
4
V icon
Visa
V
+$5.48M
5
ACN icon
Accenture
ACN
+$4.96M

Sector Composition

1 Consumer Discretionary 31.16%
2 Financials 6.01%
3 Technology 4.92%
4 Healthcare 3.5%
5 Materials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
26
Wells Fargo
WFC
$272B
– –
0
ACN icon
27
Accenture
ACN
$154B
– –
-15,903
ADBE icon
28
Adobe
ADBE
$148B
– –
-9,563
AMZN icon
29
Amazon
AMZN
$2.39T
– –
-16,686
BEKE icon
30
KE Holdings
BEKE
$20.9B
– –
-323,846
C icon
31
Citigroup
C
$177B
– –
0
DPZ icon
32
Domino's
DPZ
$14B
– –
-5,563
GS icon
33
Goldman Sachs
GS
$242B
– –
0
1
2