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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
276
$15.8K ﹤0.01%
+402
277
$14.7K ﹤0.01%
2,738
278
$14.5K ﹤0.01%
150
279
$14.5K ﹤0.01%
500
280
$13.2K ﹤0.01%
20
281
$12.7K ﹤0.01%
+492
282
$12.3K ﹤0.01%
60
283
$11.6K ﹤0.01%
+898
284
$11.5K ﹤0.01%
640
285
$10.9K ﹤0.01%
130
286
$9.91K ﹤0.01%
68
287
$9.89K ﹤0.01%
61
288
$9.7K ﹤0.01%
52
289
$9.69K ﹤0.01%
250
290
$9.56K ﹤0.01%
5
291
$9.24K ﹤0.01%
+25
292
$9.02K ﹤0.01%
30
293
$8.97K ﹤0.01%
27
294
$8.92K ﹤0.01%
51
295
$8.21K ﹤0.01%
200
296
$7.34K ﹤0.01%
25
297
$6.42K ﹤0.01%
85
298
$6.37K ﹤0.01%
260
299
$6.32K ﹤0.01%
32
300
$6.27K ﹤0.01%
65
10 11
12
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