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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
-1.39%
1 Year Est. Return
+2.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
-$26.5M
Cap. Flow
-$20.5M
Cap. Flow %
-20.42%
Top 10 Hldgs %
79.29%
Holding
31
New
3
Increased
9
Reduced
14
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.42M
2
AVGO icon
Broadcom
AVGO
+$1.25M
3
LIN icon
Linde
LIN
+$1.24M
4
INTC icon
Intel
INTC
+$759K
5
AAPL icon
Apple
AAPL
+$698K

Top Sells

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$12.8M
2
YUMC icon
Yum China
YUMC
+$10.1M
3
SE icon
Sea Limited
SE
+$3.82M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.09M
5
AMD icon
Advanced Micro Devices
AMD
+$359K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 36.39%
2 Technology 22.55%
3 Financials 10.27%
4 Healthcare 6.85%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$789B
$621K 0.62%
2,900
-1,600
-36% -$359K
ARM icon
27
Arm
ARM
$302B
$557K 0.55%
5,100
+2,700
+113% +$393K
KSA icon
28
iShares MSCI Saudi Arabia ETF
KSA
$621M
$537K 0.53%
14,719
– –
EWZ icon
29
iShares MSCI Brazil ETF
EWZ
$8.95B
$484K 0.48%
15,208
-34,484
-69% -$1.09M
BEKE icon
30
KE Holdings
BEKE
$18.8B
$484K 0.48%
+30,700
New +$528K
HDB icon
31
HDFC Bank
HDB
$121B
$85.4K 0.08%
2,336
-2,400
-51% -$86.3K
1
2

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CIR
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BGPJL
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LC
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CMU
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1M
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Avanda Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Avanda Investment Management held 31 positions worth $101M, down 21% from $127M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Avanda Investment Management withdrew a net $20.5M in Q4 2025, reducing 14 holdings. Its largest reduction was iShares MBS ETF, cutting an estimated $12.8M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 36% of assets, down from 46% a quarter earlier, followed by Technology and Financials.

Against the trend, Avanda Investment Management opened a new position in Intel worth $742K.

  • Avanda Investment Management's largest Q4 2025 buy was Intel: 20,100 shares worth $742K.
  • Avanda Investment Management added most to NVIDIA in Q4 2025, an estimated $2.42M increase.
  • Avanda Investment Management's biggest Q4 2025 reduction was iShares MBS ETF, cutting an estimated $12.8M.
  • Avanda Investment Management's ten largest holdings make up 79% of its $101M portfolio in Q4 2025.
  • Avanda Investment Management opened 3 new positions and closed 0 in Q4 2025.
  • Avanda Investment Management's portfolio value fell 21% quarter-over-quarter to $101M.

Based on Avanda Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.