AIM
Avanda Investment Management Portfolio holdings
AUM
$127M
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$177M
AUM Growth
-$106M
(-37%)
Holding
33
Top Sells
| 1 | +$91.7M | |
| 2 | +$9.93M | |
| 3 | +$6.51M | |
| 4 |
Visa
V
|
+$5.48M |
| 5 |
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
JPMorgan Chase
JPM
$863B
| – | – |
0
|
|
||
27
State Street SPDR S&P Bank ETF
KBE
$1.46B
| – | – |
0
|
|
||
28
Invesco KBW Bank ETF
KBWB
$5.21B
| – | – |
0
|
|
||
29
Meta Platforms (Facebook)
META
$1.59T
| – | – |
-5,770
|
|
||
30
Nike
NKE
$89.9B
| – | – |
-25,000
|
|
||
31
NVIDIA
NVDA
$4.85T
| – | – |
-19,472
|
|
||
32
Qualcomm
QCOM
$184B
| – | – |
-5,000
|
|
||
33
Wells Fargo
WFC
$270B
| – | – |
0
|
|