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
$1.03B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$56.2M
3
+$55.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$52.6M
5
V icon
Visa
V
+$38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.47%
2 Consumer Discretionary 13.31%
3 Communication Services 10.61%
4 Financials 10.44%
5 Materials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 0.72%
+108,605
27
$5.9M 0.58%
+69,500
28
$5.85M 0.57%
+95,000
29
$5.75M 0.56%
+91,700
30
$5.21M 0.51%
+62,095
31
$3.73M 0.36%
+769,400
32
$3.45M 0.34%
+67,368
33
$2.77M 0.27%
+106,643
34
$1.22M 0.12%
+50,000
35
$671K 0.07%
+199,231
1
2