AF

Aviso Financial Portfolio holdings

AUM $2.46B
1-Year Est. Return 17.07%
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Sells

1 +$25M
2 +$21.8M
3 +$9.55M
4
BN icon
Brookfield
BN
+$7.59M
5
BNS icon
Scotiabank
BNS
+$2.06M

Sector Composition

1 Financials 27.73%
2 Technology 15.31%
3 Industrials 10.99%
4 Healthcare 10.12%
5 Energy 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$16.6K ﹤0.01%
182
277
$14.7K ﹤0.01%
37,164
278
$14.6K ﹤0.01%
6,540
279
$14.6K ﹤0.01%
200
280
$14.4K ﹤0.01%
28
281
$14.3K ﹤0.01%
150
282
$13.9K ﹤0.01%
1,754
-88,274
283
$13.8K ﹤0.01%
2,738
284
$12.9K ﹤0.01%
21
-36
285
$12.3K ﹤0.01%
60
286
$11.6K ﹤0.01%
1,247
287
$11.6K ﹤0.01%
113
-90
288
$11.1K ﹤0.01%
2,476
289
$10.8K ﹤0.01%
640
290
$9.77K ﹤0.01%
500
291
$9.68K ﹤0.01%
61
292
$9.45K ﹤0.01%
137
-11,286
293
$9.35K ﹤0.01%
5
-5
294
$9.3K ﹤0.01%
800
295
$8.98K ﹤0.01%
52
296
$7.75K ﹤0.01%
250
-250
297
$7.69K ﹤0.01%
53
-4,507
298
$7.64K ﹤0.01%
+25
299
$7.64K ﹤0.01%
51
300
$7.26K ﹤0.01%
27