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
101
$2.11M 0.1%
7,151
+516
102
$2.01M 0.1%
103,549
-881
103
$1.98M 0.1%
77,970
+270
104
$1.96M 0.1%
32,985
-187
105
$1.85M 0.09%
44,432
+1,344
106
$1.75M 0.09%
55,389
+4,600
107
$1.69M 0.08%
6,331
+40
108
$1.67M 0.08%
3,489
+533
109
$1.66M 0.08%
16,441
-606
110
$1.61M 0.08%
47,242
-9,496
111
$1.58M 0.08%
21,986
+6,011
112
$1.57M 0.08%
6,177
+291
113
$1.56M 0.08%
55,170
+170
114
$1.54M 0.08%
24,309
+2,524
115
$1.54M 0.08%
3,280
+226
116
$1.5M 0.07%
21,013
+169
117
$1.48M 0.07%
8,910
+533
118
$1.47M 0.07%
1,848
+243
119
$1.42M 0.07%
32,177
-3,471
120
$1.32M 0.07%
8,582
+363
121
$1.31M 0.06%
12,041
+952
122
$1.29M 0.06%
137,760
+2,140
123
$1.29M 0.06%
32,080
+630
124
$1.28M 0.06%
51,884
-673
125
$1.25M 0.06%
50,201
+4,520
3 4
5
6 7