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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
126
$1.49M 0.06%
25,319
-49,981
127
$1.48M 0.06%
+63,370
128
$1.48M 0.06%
+8,285
129
$1.47M 0.06%
22,142
+80
130
$1.47M 0.06%
6,121
+40
131
$1.45M 0.06%
49,093
-2,462
132
$1.44M 0.06%
8,654
+229
133
$1.42M 0.06%
1,876
+122
134
$1.42M 0.06%
7,457
+4,220
135
$1.4M 0.06%
21,200
+744
136
$1.39M 0.06%
1,195
-193
137
$1.38M 0.06%
14,149
-752
138
$1.37M 0.06%
52,243
+1,590
139
$1.35M 0.05%
31,200
+330
140
$1.32M 0.05%
2,196
+77
141
$1.3M 0.05%
1,369
+79
142
$1.29M 0.05%
5,370
+1,928
143
$1.29M 0.05%
21,998
+6,252
144
$1.28M 0.05%
8,762
-386
145
$1.27M 0.05%
36,860
+1,225
146
$1.24M 0.05%
3,165
+1,321
147
$1.23M 0.05%
5,720
+40
148
$1.21M 0.05%
6,390
-311
149
$1.21M 0.05%
9,394
-5,830
150
$1.2M 0.05%
19,263
+2,005
4 5
6
7 8