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
51
$5.72M 0.28%
48,656
-887
52
$5.62M 0.28%
92,057
+4,796
53
$5.54M 0.27%
40,449
+1,657
54
$5.54M 0.27%
329,907
+38,041
55
$5.5M 0.27%
15,570
+1,899
56
$5.29M 0.26%
30,819
+3,088
57
$5.12M 0.25%
138,798
+4,661
58
$4.91M 0.24%
8,570
+599
59
$4.83M 0.24%
21,910
+1,423
60
$4.48M 0.22%
29,497
+1,038
61
$4.44M 0.22%
27,382
+3,181
62
$4.43M 0.22%
18,388
+1,040
63
$4.29M 0.21%
104,094
-796
64
$4.25M 0.21%
40,867
-125
65
$4.12M 0.2%
18,450
+4,268
66
$3.93M 0.19%
86,016
+6,223
67
$3.92M 0.19%
32,959
+2,923
68
$3.87M 0.19%
22,352
+3,088
69
$3.73M 0.19%
56,608
+4,153
70
$3.7M 0.18%
81,439
+4,656
71
$3.57M 0.18%
13,193
+1,350
72
$3.39M 0.17%
12,637
+2,921
73
$3.33M 0.17%
3,996
+498
74
$3.27M 0.16%
53,352
+5,824
75
$3.17M 0.16%
39,395
-6,437
1 2
3
4 5