AIM
Avanda Investment Management Portfolio holdings
AUM
$177M
This Quarter Return
+4.19%
1 Year Return
+17.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$661M
AUM Growth
+$661M
(-11%)
Cap. Flow
-$97.7M
Cap. Flow
% of AUM
-14.77%
Top 10 Holdings %
Top 10 Hldgs %
65.45%
Holding
51
New
1
Increased
4
Reduced
41
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$25.4M |
| 2 |
Adobe
ADBE
|
$11.6M |
| 3 |
Accenture
ACN
|
$9.76M |
| 4 |
Yum China
YUMC
|
$2.29M |
| 5 |
Amphenol
APH
|
$419K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$14.4M |
| 2 |
Texas Instruments
TXN
|
$11.2M |
| 3 |
Sea Limited
SE
|
$10.8M |
| 4 |
Domino's
DPZ
|
$7.76M |
| 5 |
Microsoft
MSFT
|
$7.49M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Consumer Discretionary | 9.99% |
| 3 | Communication Services | 8.22% |
| 4 | Financials | 7.86% |
| 5 | Healthcare | 6.29% |