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
301
$13.3K ﹤0.01%
+125
302
$12.9K ﹤0.01%
1,247
-302
303
$12.5K ﹤0.01%
103
304
$12.4K ﹤0.01%
60
305
$12.1K ﹤0.01%
96
306
$11.6K ﹤0.01%
640
307
$11K ﹤0.01%
100
308
$10.9K ﹤0.01%
40
309
$10.5K ﹤0.01%
+62
310
$10.4K ﹤0.01%
500
311
$10K ﹤0.01%
1,677
+169
312
$7.39K ﹤0.01%
400
313
$6.98K ﹤0.01%
50
314
$6.7K ﹤0.01%
80
315
$5.87K ﹤0.01%
+23
316
$5.83K ﹤0.01%
46
317
$5.69K ﹤0.01%
55
-58
318
$5.54K ﹤0.01%
25
319
$4.89K ﹤0.01%
70
320
$4.1K ﹤0.01%
200
321
$3.8K ﹤0.01%
+224
322
$3.58K ﹤0.01%
32
-36
323
$3.54K ﹤0.01%
57
-41
324
$3.39K ﹤0.01%
85
325
$3.38K ﹤0.01%
+48
11 12
13
14 15