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
76
$3.08M 0.15%
26,974
+3,679
77
$3M 0.15%
5,391
+560
78
$2.97M 0.15%
+6,914
79
$2.94M 0.15%
37,756
+2,824
80
$2.9M 0.14%
14,431
+1,166
81
$2.86M 0.14%
13,856
+1,154
82
$2.8M 0.14%
15,565
-266
83
$2.77M 0.14%
34,494
+9,310
84
$2.72M 0.13%
42,054
+3,692
85
$2.66M 0.13%
50,684
+7,608
86
$2.53M 0.13%
75,876
+6,174
87
$2.51M 0.12%
12,079
+770
88
$2.5M 0.12%
11,872
+1,575
89
$2.38M 0.12%
41,380
+2,823
90
$2.37M 0.12%
57,697
+3,776
91
$2.34M 0.12%
29,197
+10,566
92
$2.29M 0.11%
5,657
+480
93
$2.25M 0.11%
19,110
+1,580
94
$2.09M 0.1%
32,238
+2,885
95
$2.09M 0.1%
105,037
+8,084
96
$2M 0.1%
22,261
+1,141
97
$1.95M 0.1%
43,350
+43,335
98
$1.94M 0.1%
23,140
-1,014
99
$1.91M 0.09%
40,498
-1,968
100
$1.9M 0.09%
6,390
+542
2 3
4
5 6