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AF

Aviso Financial Portfolio holdings

AUM $2.82B
1-Year Est. Return 25.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$19.2M
3
+$15.8M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$4.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.16M

Top Sells

1
+$3.42M
2
+$3.09M
3
+$2.91M
4
ALNT icon
Allient
ALNT
+$1.2M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.16M

Sector Composition

1 Financials 29.9%
2 Technology 15.86%
3 Industrials 9.76%
4 Energy 8.23%
5 Materials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67.5K ﹤0.01%
1,684
-71
252
$56.2K ﹤0.01%
287
253
$53.8K ﹤0.01%
121
+38
254
$50.4K ﹤0.01%
420
+120
255
$39K ﹤0.01%
3,050
+43
256
$32.9K ﹤0.01%
6,540
257
$32.4K ﹤0.01%
200
+160
258
$31.6K ﹤0.01%
406
259
$30.2K ﹤0.01%
72
260
$29.8K ﹤0.01%
50
261
$27.5K ﹤0.01%
+145
262
$26.7K ﹤0.01%
+1,005
263
$24.4K ﹤0.01%
637
264
$23.9K ﹤0.01%
350
265
$23.6K ﹤0.01%
6,649
+311
266
$22.2K ﹤0.01%
2,476
267
$21.1K ﹤0.01%
800
268
$21.1K ﹤0.01%
+73
269
$20.8K ﹤0.01%
108
270
$20.7K ﹤0.01%
+150
271
$19.6K ﹤0.01%
200
272
$19.3K ﹤0.01%
400
273
$18.1K ﹤0.01%
200
274
$17.1K ﹤0.01%
28
275
$17K ﹤0.01%
1,247
9 10
11
12 13