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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
151
$1.16M 0.05%
4,890
+1
152
$1.12M 0.05%
62,303
+20,622
153
$1.11M 0.05%
+2,270
154
$1.11M 0.04%
12,188
+460
155
$1.09M 0.04%
3,869
+206
156
$1.08M 0.04%
10,020
+140
157
$1.08M 0.04%
4,682
-224
158
$1.07M 0.04%
12,809
+993
159
$1.06M 0.04%
10,327
+3,055
160
$1.06M 0.04%
24,115
+1,140
161
$1.04M 0.04%
61,324
+48,315
162
$980K 0.04%
+11,660
163
$963K 0.04%
3,693
+219
164
$945K 0.04%
1,239
+1,236
165
$938K 0.04%
13,938
-556
166
$938K 0.04%
10,605
+759
167
$930K 0.04%
+18,074
168
$893K 0.04%
17,519
-762
169
$889K 0.04%
7,932
+478
170
$888K 0.04%
15,600
-6,292
171
$873K 0.04%
3,539
-13,132
172
$848K 0.03%
17,745
+6
173
$847K 0.03%
1,894
+47
174
$840K 0.03%
9,921
-408
175
$831K 0.03%
1,745
+20
5 6
7
8 9