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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
$127M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$890K
3
+$746K
4
AMD icon
Advanced Micro Devices
AMD
+$726K
5
ASML icon
ASML
ASML
+$707K

Top Sells

1
+$60.4M
2
+$1.42M
3
+$559K
4
MBB icon
iShares MBS ETF
MBB
+$271K

Sector Composition

1 Consumer Discretionary 45.73%
2 Technology 13.29%
3 Financials 8.05%
4 Healthcare 5.13%
5 Communication Services 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$383K 0.3%
+2,300
27
$340K 0.27%
+2,400
28
$162K 0.13%
4,736
29
– –
0
30
– –
0
31
– –
0
32
– –
0
33
– –
-97,736
34
– –
0
35
– –
0
1
2