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
351
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353
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354
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$0 ﹤0.01%
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358
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375
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-6,530
12 13 14
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