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
301
$7.22K ﹤0.01%
200
+197
302
$7.18K ﹤0.01%
87
-70
303
$6.77K ﹤0.01%
+65
304
$6.46K ﹤0.01%
250
-250
305
$6.35K ﹤0.01%
+30
306
$6.29K ﹤0.01%
+52
307
$6.2K ﹤0.01%
20
-5
308
$6.03K ﹤0.01%
85
-13,833
309
$6K ﹤0.01%
30
310
$5.75K ﹤0.01%
130
311
$5.59K ﹤0.01%
+50
312
$5.55K ﹤0.01%
57
313
$5.5K ﹤0.01%
46
314
$5.27K ﹤0.01%
68
315
$5.06K ﹤0.01%
+1,343
316
$4.21K ﹤0.01%
43
-9
317
$4.11K ﹤0.01%
85
318
$3.79K ﹤0.01%
200
319
$3.68K ﹤0.01%
+300
320
$3.24K ﹤0.01%
+128
321
$3.15K ﹤0.01%
100
322
$3.07K ﹤0.01%
44
-8
323
$3.03K ﹤0.01%
21
-5,546
324
$2.74K ﹤0.01%
50
-50
325
$2.33K ﹤0.01%
+20