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AIM

Avanda Investment Management Portfolio holdings

AUM $63.1M
1-Year Est. Return 2.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$890K
3
+$746K
4
AMD icon
Advanced Micro Devices
AMD
+$726K
5
ASML icon
ASML
ASML
+$707K

Top Sells

1
+$60.4M
2
+$1.42M
3
+$559K
4
MBB icon
iShares MBS ETF
MBB
+$271K

Sector Composition

1 Consumer Discretionary 45.73%
2 Technology 13.29%
3 Financials 8.05%
4 Healthcare 5.13%
5 Communication Services 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 26.63%
189,269
2
$24.3M 19.1%
553,500
3
$23.5M 18.47%
246,574
-2,884
4
$6.57M 5.17%
19,250
5
$4.86M 3.83%
20,000
6
$4.84M 3.81%
10,200
7
$3.78M 2.98%
18,614
8
$3.11M 2.45%
6,000
9
$2.91M 2.29%
6,000
10
$2.35M 1.85%
4,150
11
$2.2M 1.74%
12,000
12
$1.98M 1.56%
13,538
13
$1.88M 1.48%
+10,100
14
$1.62M 1.28%
20,894
15
$1.54M 1.21%
49,692
-49,693
16
$1.14M 0.9%
2,400
17
$957K 0.75%
+2,900
18
$871K 0.69%
+900
19
$863K 0.68%
+800
20
$728K 0.57%
+4,500
21
$597K 0.47%
14,719
-14,719
22
$455K 0.36%
+3,400
23
$450K 0.35%
+2,200
24
$446K 0.35%
+5,300
25
$418K 0.33%
+2,500
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