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
$177M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M

Top Sells

1
+$84.8M
2
+$8.99M
3
+$6.51M
4
V icon
Visa
V
+$5.38M
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
26
– –
0
27
– –
0
28
– –
0
29
– –
-5,770
30
– –
-25,000
31
– –
-19,472
32
– –
-5,000
33
– –
0
1
2