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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
326
$1.83K ﹤0.01%
13
-5,422
327
$1.73K ﹤0.01%
12
328
$1.48K ﹤0.01%
+6
329
$1.41K ﹤0.01%
20
-215
330
$1.25K ﹤0.01%
15
331
$1.23K ﹤0.01%
6
332
$1.23K ﹤0.01%
5
-2,608
333
$1.21K ﹤0.01%
50
334
$852 ﹤0.01%
8
335
$754 ﹤0.01%
17
-12
336
$716 ﹤0.01%
100
337
$688 ﹤0.01%
27
338
$641 ﹤0.01%
70
339
$400 ﹤0.01%
2
340
$230 ﹤0.01%
190
341
$212 ﹤0.01%
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342
$189 ﹤0.01%
51
343
$113 ﹤0.01%
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344
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52
345
$1 ﹤0.01%
1
346
– –
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347
– –
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348
– –
-245
349
– –
-4,083
350
– –
-20,687
11 12 13
14
15