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
326
$3.26K ﹤0.01%
100
327
$2.96K ﹤0.01%
20
328
$2.91K ﹤0.01%
+31
329
$2.75K ﹤0.01%
22
330
$2.49K ﹤0.01%
24
-8,474
331
$2.14K ﹤0.01%
61
332
$2.11K ﹤0.01%
92
+20
333
$2.11K ﹤0.01%
90
-32
334
$2.1K ﹤0.01%
50
335
$1.75K ﹤0.01%
12
336
$1.7K ﹤0.01%
15
337
$1.45K ﹤0.01%
50
338
$1.44K ﹤0.01%
175
339
$1.44K ﹤0.01%
17
340
$1.18K ﹤0.01%
11
341
$1.17K ﹤0.01%
26
342
$1.16K ﹤0.01%
+1,700
343
$1.12K ﹤0.01%
21
-3
344
$1.09K ﹤0.01%
6
+4
345
$873 ﹤0.01%
51
346
$841 ﹤0.01%
50
347
$810 ﹤0.01%
+68
348
$667 ﹤0.01%
20
349
$546 ﹤0.01%
265
350
$290 ﹤0.01%
100
12 13
14
15 16