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
$661M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$11.6M
3 +$9.76M
4
YUMC icon
Yum China
YUMC
+$2.29M

Top Sells

1 +$14.4M
2 +$11.2M
3 +$10.8M
4
DPZ icon
Domino's
DPZ
+$7.76M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-492,416