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
$745M
AUM Growth
-$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.32M
3
+$8.92M
4
PAYX icon
Paychex
PAYX
+$8.8M
5
TDG icon
TransDigm Group
TDG
+$8.17M

Top Sells

1
+$42.2M
2
+$39.8M
3
+$31M
4
INDA icon
iShares MSCI India ETF
INDA
+$30.3M
5
LIN icon
Linde
LIN
+$24.8M

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
– –
-69,500
55
– –
-95,000
56
– –
-91,700
57
– –
-124,190
1 2
3