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
76
$3.09M 0.15%
4,670
+661
77
$3.07M 0.15%
13,279
+923
78
$3.05M 0.15%
47,154
+4,476
79
$3.02M 0.15%
41,169
+3,165
80
$2.96M 0.15%
16,495
+543
81
$2.94M 0.14%
39,979
+1,962
82
$2.83M 0.14%
62,295
+9,525
83
$2.79M 0.14%
49,223
-1,008
84
$2.63M 0.13%
21,259
+1,468
85
$2.58M 0.13%
37,120
+3,253
86
$2.45M 0.12%
22,611
+1,631
87
$2.44M 0.12%
8,769
+1,305
88
$2.4M 0.12%
43,197
+1,360
89
$2.39M 0.12%
26,585
+1,286
90
$2.38M 0.12%
10,792
-2,099
91
$2.37M 0.12%
6,428
+977
92
$2.35M 0.12%
21,669
-1,051
93
$2.32M 0.11%
3,940
-1,790
94
$2.3M 0.11%
6,284
+450
95
$2.24M 0.11%
2,752
+238
96
$2.18M 0.11%
328,889
+109,626
97
$2.15M 0.11%
10,270
+695
98
$2.14M 0.11%
+8,026
99
$2.14M 0.11%
84,902
+10,453
100
$2.11M 0.1%
14,247
+2,980
2 3
4
5 6