AIM

Avanda Investment Management Portfolio holdings

AUM $177M
1-Year Est. Return 17.39%
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
-$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.95M
3
+$9.5M
4
TDG icon
TransDigm Group
TDG
+$8.94M
5
PAYX icon
Paychex
PAYX
+$8.91M

Top Sells

1
+$46M
2
+$41.8M
3
+$32.2M
4
INDA icon
iShares MSCI India ETF
INDA
+$31M
5
DPZ icon
Domino's
DPZ
+$27.5M

Sector Composition

1 Technology 18.82%
2 Consumer Discretionary 12.19%
3 Financials 9.98%
4 Communication Services 9.03%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-50,000
52
– –
-106,643
53
– –
-108,605
54
– –
-95,000
55
– –
-91,700
56
– –
-62,095
57
– –
-69,500
1 2
3