AF

Aviso Financial Portfolio holdings

AUM $2.22B
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$3.26M
3
+$2.97M
4
TD icon
Toronto Dominion Bank
TD
+$2.55M
5
CNQ icon
Canadian Natural Resources
CNQ
+$2.08M

Top Sells

1
+$35.2M
2
+$1.24M
3
+$879K
4
BCE icon
BCE
BCE
+$749K
5
PGR icon
Progressive
PGR
+$613K

Sector Composition

1 Financials 25.02%
2 Technology 13.82%
3 Healthcare 12.24%
4 Industrials 10.12%
5 Energy 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$101K 0.01%
955
252
$95.7K ﹤0.01%
108
+3
253
$94.4K ﹤0.01%
+2,352
254
$85.6K ﹤0.01%
387
255
$80.8K ﹤0.01%
140
256
$77.5K ﹤0.01%
1,715
-2,225
257
$76K ﹤0.01%
12,563
+1,234
258
$59.5K ﹤0.01%
2,603
+174
259
$58.6K ﹤0.01%
216
+85
260
$54.8K ﹤0.01%
2,199
-3,075
261
$54.6K ﹤0.01%
93
262
$53.2K ﹤0.01%
300
263
$52.1K ﹤0.01%
500
-325
264
$50.7K ﹤0.01%
702
265
$41.9K ﹤0.01%
160
-91
266
$40.7K ﹤0.01%
3,971
+440
267
$40.4K ﹤0.01%
57
268
$37.4K ﹤0.01%
365
-343,695
269
$36.1K ﹤0.01%
676
+51
270
$35.7K ﹤0.01%
483
+325
271
$34K ﹤0.01%
+287
272
$31.5K ﹤0.01%
3,424
273
$30.2K ﹤0.01%
1,628
+814
274
$29.8K ﹤0.01%
283
+7
275
$28.3K ﹤0.01%
137
9 10
11
12 13