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AF
Aviso Financial Portfolio holdings
AUM
$2.82B
1-Year Est. Return
25.18%
This Fund
S&P 500
1 Year Est. Return
+25.18%
AUM
$2.82B
AUM Growth
+$185M
(+7%)
Holding
380
Top Buys
| 1 | +$62.5M | |
| 2 | +$61.3M | |
| 3 | +$30.2M | |
| 4 |
Wheaton Precious Metals
WPM
|
+$26.8M |
| 5 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$25.7M |
Top Sells
| 1 | +$30.4M | |
| 2 | +$17.2M | |
| 3 | +$9.89M | |
| 4 |
AstraZeneca
AZN
|
+$3.67M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.28M |
Sector Composition
| 1 | Financials | 30.23% |
| 2 | Materials | 10.82% |
| 3 | Technology | 10.76% |
| 4 | Energy | 9.74% |
| 5 | Industrials | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Sun Life Financial
SLF
$41.5B
| $7.25M | 0.26% |
115,804
-5,690
|
|
||
52
Intercontinental Exchange
ICE
$79.4B
| $6.98M | 0.25% |
44,399
-2,361
|
|
||
53
Shopify
SHOP
$143B
| $6.96M | 0.25% |
58,686
+11,910
|
|
||
54
McDonald's
MCD
$202B
| $6.86M | 0.24% |
22,087
-2,430
|
|
||
55
Mastercard
MA
$430B
| $6.84M | 0.24% |
13,697
+702
|
|
||
56
TotalEnergies
TTE
$196B
| $6.81M | 0.24% |
74,877
+4,495
|
|
||
57
Berkshire Hathaway Class B
BRK.B
$1.05T
| $6.76M | 0.24% |
14,098
+202
|
|
||
58
Ametek
AME
$50.8B
| $6.25M | 0.22% |
29,137
+85
|
|
||
|
BGSI
59
Boyd Group Services
BGSI
$2.66B
| $6.24M | 0.22% |
48,958
-530
|
|
||
60
Manulife Financial
MFC
$65.4B
| $5.79M | 0.21% |
168,199
-14,778
|
|
||
61
Fortis
FTS
$28.7B
| $5.49M | 0.19% |
98,423
-501
|
|
||
62
Spotify
SPOT
$99.9B
| $5.16M | 0.18% |
+10,633
|
|
||
|
MRSH
63
Marsh
MRSH
$80.5B
| $5.14M | 0.18% |
29,647
+2,564
|
|
||
64
NVIDIA
NVDA
$4.96T
| $5.07M | 0.18% |
29,074
+8,027
|
|
||
65
Rogers Communications
RCI
$20.9B
| $5.02M | 0.18% |
130,717
+19,047
|
|
||
66
Shell
SHEL
$238B
| $5.02M | 0.18% |
53,995
+5,532
|
|
||
67
Procter & Gamble
PG
$347B
| $4.94M | 0.18% |
34,204
+176
|
|
||
68
Cencora
COR
$54.7B
| $4.78M | 0.17% |
15,219
+3,174
|
|
||
|
69
AstraZeneca
AZN
$283B
| $4.69M | 0.17% |
23,786
-22,607
|
|
||
70
Stantec
STN
$8.14B
| $4.68M | 0.17% |
54,239
+1,971
|
|
||
71
Verizon
VZ
$196B
| $4.61M | 0.16% |
91,833
+8,125
|
|
||
72
BCE
BCE
$23B
| $4.52M | 0.16% |
179,490
+9,152
|
|
||
73
Equinix
EQIX
$102B
| $4.44M | 0.16% |
4,530
+535
|
|
||
74
Thomson Reuters
TRI
$35B
| $4.42M | 0.16% |
48,266
-8,240
|
|
||
75
Abbott
ABT
$156B
| $4.37M | 0.16% |
42,595
+2,339
|
|