AF

Aviso Financial Portfolio holdings

AUM $2.63B
1-Year Est. Return 25.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$31.5M
2 +$25.8M
3 +$13.4M
4
EMA
Emera Inc
EMA
+$11.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.88M

Top Sells

1 +$42M
2 +$23.7M
3 +$12.3M
4
SAP icon
SAP
SAP
+$12M
5
CNQ icon
Canadian Natural Resources
CNQ
+$10.2M

Sector Composition

1 Financials 29.65%
2 Technology 16.93%
3 Industrials 10.78%
4 Energy 8.31%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-328,889