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
101
$1.82M 0.09%
9,212
+436
102
$1.79M 0.09%
20,281
+2,960
103
$1.74M 0.09%
1,960
+171
104
$1.71M 0.08%
43,173
+2,318
105
$1.62M 0.08%
4,510
+1,115
106
$1.61M 0.08%
13,272
+4,449
107
$1.57M 0.08%
9,229
-487
108
$1.54M 0.08%
8,445
-2,980
109
$1.53M 0.08%
8,384
-561
110
$1.52M 0.08%
78,750
+4,950
111
$1.51M 0.07%
3,961
+26
112
$1.5M 0.07%
5,479
+412
113
$1.5M 0.07%
20,840
+448
114
$1.49M 0.07%
1,663
+56
115
$1.48M 0.07%
9,220
+4,364
116
$1.45M 0.07%
41,700
-1,780
117
$1.43M 0.07%
10,589
-495
118
$1.39M 0.07%
6,159
+1,474
119
$1.37M 0.07%
19,190
+1,050
120
$1.36M 0.07%
136,110
+9,480
121
$1.36M 0.07%
1,434
+297
122
$1.33M 0.07%
18,954
-2,482
123
$1.33M 0.07%
2,474
+577
124
$1.3M 0.06%
44,855
-604
125
$1.29M 0.06%
6,261
+280
3 4
5
6 7