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 Buys

1
+$34.7M
2
+$26.1M
3
+$10.6M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$9.3M
5
RY icon
Royal Bank of Canada
RY
+$4.59M

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
326
$2.26K ﹤0.01%
72
327
$2.11K ﹤0.01%
90
328
$1.98K ﹤0.01%
+51
329
$1.86K ﹤0.01%
50
330
$1.68K ﹤0.01%
10
-10
331
$1.53K ﹤0.01%
12
332
$1.45K ﹤0.01%
130
333
$1.32K ﹤0.01%
+141
334
$1.08K ﹤0.01%
400
335
$1.07K ﹤0.01%
11
-2
336
$747 ﹤0.01%
+27
337
$739 ﹤0.01%
200
+100
338
$736 ﹤0.01%
70
339
$696 ﹤0.01%
+245
340
$594 ﹤0.01%
9
-3,684
341
$582 ﹤0.01%
50
342
$575 ﹤0.01%
17
-4
343
$362 ﹤0.01%
2
344
$280 ﹤0.01%
+429
345
$217 ﹤0.01%
12
-2
346
$213 ﹤0.01%
190
347
$115 ﹤0.01%
+51
348
$83 ﹤0.01%
19
349
$28 ﹤0.01%
52
350
$2 ﹤0.01%
1
-1
12 13
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15 16