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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
$2.82B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$62.5M
2
+$61.3M
3
+$30.2M
4
WPM icon
Wheaton Precious Metals
WPM
+$26.8M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$25.7M

Top Sells

1
+$30.4M
2
+$17.2M
3
+$9.89M
4
AZN icon
AstraZeneca
AZN
+$3.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.28M

Sector Composition

1 Financials 30.23%
2 Materials 10.82%
3 Technology 10.76%
4 Energy 9.74%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCL icon
276
Carnival Corporation Ltd
CCL
$39B
$12.9K ﹤0.01%
500
SOFI icon
277
SoFi Technologies
SOFI
$21.4B
$12.7K ﹤0.01%
800
HR icon
278
Healthcare Realty
HR
$7.09B
$10.9K ﹤0.01%
640
PCAR icon
279
PACCAR
PCAR
$60B
$10.3K ﹤0.01%
89
+32
VTV icon
280
Vanguard Value ETF
VTV
$182B
$10.2K ﹤0.01%
52
CTAS icon
281
Cintas
CTAS
$72.8B
$10.1K ﹤0.01%
60
PM icon
282
Philip Morris
PM
$285B
$10.1K ﹤0.01%
61
MILN
283
Global X Millennial Consumer ETF
MILN
$95.6M
$9.76K ﹤0.01%
+240
CWS icon
284
AdvisorShares Focused Equity ETF
CWS
$135M
$9K ﹤0.01%
139
-500
GE icon
285
GE Aerospace
GE
$347B
$8.51K ﹤0.01%
30
ANET icon
286
Arista Networks
ANET
$197B
$8.35K ﹤0.01%
68
BMY icon
287
Bristol-Myers Squibb
BMY
$116B
$8.31K ﹤0.01%
+137
AXP icon
288
American Express
AXP
$217B
$8.17K ﹤0.01%
27
NEE icon
289
NextEra Energy
NEE
$177B
$7.89K ﹤0.01%
85
CRWD icon
290
CrowdStrike
CRWD
$176B
$7.81K ﹤0.01%
20
-2,200
P
291
Everpure Inc
P
$23B
$7.67K ﹤0.01%
130
AQN icon
292
Algonquin Power & Utilities
AQN
$4.55B
$7.42K ﹤0.01%
1,213
+173
HDV
293
iShares Core High Dividend ETF
HDV
$13.6B
$7.06K ﹤0.01%
260
HON icon
294
Honeywell
HON
$139B
$6.78K ﹤0.01%
30
-21
PLD icon
295
Prologis
PLD
$136B
$6.61K ﹤0.01%
50
ABNB icon
296
Airbnb
ABNB
$77.7B
$5.81K ﹤0.01%
46
INTC icon
297
Intel
INTC
$588B
$5.52K ﹤0.01%
+125
CCI icon
298
Crown Castle
CCI
$40.2B
$5.29K ﹤0.01%
65
USMV icon
299
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$5.1K ﹤0.01%
+55
ACGL icon
300
Arch Capital
ACGL
$31.9B
$5.09K ﹤0.01%
+53
10 11
12
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