AIM

Avanda Investment Management Portfolio holdings

AUM $101M
1-Year Est. Return 12.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$2.29M
3 +$1.25M
4
QCOM icon
Qualcomm
QCOM
+$815K
5
YUMC icon
Yum China
YUMC
+$782K

Top Sells

1 +$30.7M
2 +$3.68M
3 +$3.42M
4
BEKE icon
KE Holdings
BEKE
+$2.68M
5
KSA icon
iShares MSCI Saudi Arabia ETF
KSA
+$1.16M

Sector Composition

1 Consumer Discretionary 25.02%
2 Technology 8.53%
3 Financials 6.25%
4 Communication Services 3.19%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$490K 0.17%
14,736
+2,368