We are live on ! Find out more
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
76
$3.64M 0.15%
8,425
+156
77
$3.55M 0.14%
89,312
+22,401
78
$3.55M 0.14%
80,723
+10,963
79
$3.52M 0.14%
60,876
+15,825
80
$3.52M 0.14%
11,248
+1,017
81
$3.49M 0.14%
7,640
+4,773
82
$3.42M 0.14%
11,393
+4,174
83
$3.41M 0.14%
44,413
+2,185
84
$3.31M 0.13%
46,331
+2,850
85
$3.26M 0.13%
14,780
+807
86
$3.25M 0.13%
4,150
+278
87
$3.18M 0.13%
53,310
+3,610
88
$3.16M 0.13%
23,725
+1,359
89
$3.16M 0.13%
17,201
+57
90
$3.01M 0.12%
4,774
+406
91
$2.87M 0.12%
7,087
+452
92
$2.82M 0.11%
29,560
+2,009
93
$2.78M 0.11%
8,623
+190
94
$2.74M 0.11%
13,825
-15,532
95
$2.65M 0.11%
11,441
+677
96
$2.63M 0.11%
19,679
+1,924
97
$2.56M 0.1%
27,141
+19,333
98
$2.49M 0.1%
9,113
+426
99
$2.33M 0.09%
45,236
+500
100
$2.25M 0.09%
78,200
-820
2 3
4
5 6