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
276
$26.7K ﹤0.01%
116
+2
277
$26.6K ﹤0.01%
2,125
+245
278
$25.4K ﹤0.01%
+497
279
$24.4K ﹤0.01%
+138
280
$24.1K ﹤0.01%
+406
281
$23.5K ﹤0.01%
+108
282
$23.5K ﹤0.01%
+2,510
283
$23.4K ﹤0.01%
+141
284
$22.7K ﹤0.01%
880
+136
285
$22.6K ﹤0.01%
+63
286
$22.5K ﹤0.01%
+238
287
$22.4K ﹤0.01%
+200
288
$22.2K ﹤0.01%
+332
289
$19.3K ﹤0.01%
198
-8
290
$18.5K ﹤0.01%
+260
291
$17.5K ﹤0.01%
+93
292
$17.3K ﹤0.01%
152
293
$17.2K ﹤0.01%
2,738
294
$17K ﹤0.01%
+6,540
295
$16.3K ﹤0.01%
289
296
$16.2K ﹤0.01%
37,164
297
$15.7K ﹤0.01%
10
298
$15.5K ﹤0.01%
102
+42
299
$15K ﹤0.01%
200
300
$14.2K ﹤0.01%
500