We are live on ! Find out more
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
301
$5.73K ﹤0.01%
50
302
$5.67K ﹤0.01%
374
303
$5.6K ﹤0.01%
57
304
$5.58K ﹤0.01%
46
305
$4.93K ﹤0.01%
200
306
$4.88K ﹤0.01%
1,000
307
$4.24K ﹤0.01%
21
308
$4.03K ﹤0.01%
85
309
$3.83K ﹤0.01%
59
+7
310
$3.21K ﹤0.01%
100
311
$3.18K ﹤0.01%
259
+100
312
$2.98K ﹤0.01%
84
-18,448
313
$2.95K ﹤0.01%
90
314
$2.87K ﹤0.01%
34
-689
315
$2.56K ﹤0.01%
17
316
$2.45K ﹤0.01%
50
317
$2.29K ﹤0.01%
400
318
$2.29K ﹤0.01%
+3,000
319
$2.16K ﹤0.01%
50
320
$2.16K ﹤0.01%
72
321
$2.14K ﹤0.01%
10
322
$2.1K ﹤0.01%
7
-2,390
323
$2.05K ﹤0.01%
27
324
$1.89K ﹤0.01%
8
-2,676
325
$1.88K ﹤0.01%
+25
11 12
13
14 15