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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
101
$2.25M 0.09%
6,396
+232
102
$2.23M 0.09%
47,144
+2,109
103
$2.19M 0.09%
7,851
-166
104
$2.1M 0.09%
4,207
+81
105
$2.05M 0.08%
11,115
+1,860
106
$2.04M 0.08%
30,658
+54
107
$2M 0.08%
28,733
+3,027
108
$1.97M 0.08%
+12,183
109
$1.94M 0.08%
31,883
+1,564
110
$1.89M 0.08%
23,258
+18,240
111
$1.86M 0.08%
56,544
-45,025
112
$1.8M 0.07%
59,615
+3,113
113
$1.76M 0.07%
37,186
+1,195
114
$1.75M 0.07%
43,251
+20,403
115
$1.73M 0.07%
9,075
+158
116
$1.71M 0.07%
147,730
+4,430
117
$1.64M 0.07%
29,601
-8,221
118
$1.57M 0.06%
5,576
-4,298
119
$1.55M 0.06%
4,462
+3
120
$1.54M 0.06%
13,436
+852
121
$1.53M 0.06%
22,221
-3,184
122
$1.51M 0.06%
53,520
+510
123
$1.51M 0.06%
9,573
+164
124
$1.5M 0.06%
3,278
+106
125
$1.49M 0.06%
3,080
+165
3 4
5
6 7