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
51
$5.96M 0.29%
153,751
+6,696
52
$5.75M 0.28%
96,301
+7,826
53
$5.47M 0.27%
17,529
+1,470
54
$5.42M 0.27%
28,488
-6,462
55
$5.37M 0.27%
374,498
+37,518
56
$5.33M 0.26%
17,900
+2,694
57
$5.15M 0.25%
66,448
+23,567
58
$5.14M 0.25%
128,344
+13,309
59
$5.02M 0.25%
48,644
+9,744
60
$4.94M 0.24%
21,558
+1,538
61
$4.89M 0.24%
29,474
+3,468
62
$4.74M 0.23%
27,814
+2,960
63
$4.48M 0.22%
143,562
-23,618
64
$4.38M 0.22%
33,006
+2,891
65
$4.32M 0.21%
94,836
+10,127
66
$4.1M 0.2%
33,905
+2,457
67
$4.03M 0.2%
86,447
-19,980
68
$3.93M 0.19%
16,244
+1,267
69
$3.65M 0.18%
38,354
+8,107
70
$3.61M 0.18%
7,868
+419
71
$3.56M 0.18%
154,829
+6,613
72
$3.55M 0.18%
71,530
+2,223
73
$3.5M 0.17%
131,032
-357,406
74
$3.4M 0.17%
14,599
+690
75
$3.34M 0.16%
40,266
+15,392
1 2
3
4 5