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AF

Aviso Financial Portfolio holdings

AUM $2.82B
1-Year Est. Return 25.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$19.2M
3
+$15.8M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$4.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.16M

Top Sells

1
+$3.42M
2
+$3.09M
3
+$2.91M
4
ALNT icon
Allient
ALNT
+$1.2M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.16M

Sector Composition

1 Financials 29.9%
2 Technology 15.86%
3 Industrials 9.76%
4 Energy 8.23%
5 Materials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.85M 0.28%
108,099
+6,517
52
$6.76M 0.27%
45,491
+2,612
53
$6.75M 0.27%
161,216
+7,473
54
$5.61M 0.23%
5,793
+409
55
$5.4M 0.22%
28,729
+345
56
$5.38M 0.22%
172,568
+16,967
57
$5.33M 0.22%
28,771
+1,932
58
$5.25M 0.21%
103,588
+2,070
59
$5.18M 0.21%
25,714
-839
60
$5.05M 0.21%
32,845
+2,104
61
$4.99M 0.2%
37,285
+1,809
62
$4.87M 0.2%
31,132
+1,367
63
$4.78M 0.19%
19,001
+81
64
$4.73M 0.19%
300,517
+11,857
65
$4.6M 0.19%
50,348
+1,091
66
$4.45M 0.18%
12,875
+73
67
$4.17M 0.17%
22,331
+818
68
$4.17M 0.17%
18,150
+1,042
69
$4.1M 0.17%
119,003
+39,234
70
$4.03M 0.16%
172,466
+9,585
71
$4M 0.16%
23,729
+2,600
72
$3.93M 0.16%
15,628
+316
73
$3.93M 0.16%
36,404
-1,110
74
$3.85M 0.16%
103,046
+8,875
75
$3.65M 0.15%
19,503
+4,862
1 2
3
4 5