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
351
$130 ﹤0.01%
3
-4
352
$112 ﹤0.01%
19
353
$96 ﹤0.01%
20
+15
354
$85 ﹤0.01%
6
355
$63 ﹤0.01%
190
356
$46 ﹤0.01%
2
357
$46 ﹤0.01%
52
-4
358
$2 ﹤0.01%
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