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

Top Buys

1 +$20.7M
2 +$10.1M
3 +$9.86M
4
YUMC icon
Yum China
YUMC
+$2.71M

Top Sells

1 +$13.4M
2 +$10.6M
3 +$9.99M
4
DPZ icon
Domino's
DPZ
+$7.66M
5
MSFT icon
Microsoft
MSFT
+$7.08M

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