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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
$314M
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$1.26M
3
+$194K

Top Sells

1
+$71.7M
2
+$12.8M
3
+$12.3M
4
AAPL icon
Apple
AAPL
+$9.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.36M

Sector Composition

1 Consumer Discretionary 19.73%
2 Technology 7.75%
3 Financials 4.84%
4 Communication Services 4.33%
5 Real Estate 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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