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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
176
$822K 0.03%
5,621
+56
177
$812K 0.03%
7,200
+160
178
$805K 0.03%
9,649
+2,575
179
$797K 0.03%
5,130
+110
180
$792K 0.03%
3,360
+60
181
$788K 0.03%
2,209
+13
182
$784K 0.03%
+67,920
183
$777K 0.03%
9,244
-1,727
184
$773K 0.03%
1,656
-61
185
$748K 0.03%
3,465
+269
186
$683K 0.03%
15,196
-9,484
187
$662K 0.03%
18,870
+560
188
$649K 0.03%
950
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189
$592K 0.02%
7,352
-265
190
$580K 0.02%
7,690
-8,383
191
$578K 0.02%
86,241
-26,444
192
$574K 0.02%
2,326
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193
$562K 0.02%
6,035
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194
$549K 0.02%
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195
$522K 0.02%
4,557
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196
$503K 0.02%
5,265
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197
$501K 0.02%
9,771
-1,729
198
$487K 0.02%
859
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199
$471K 0.02%
44,920
+15,848
200
$470K 0.02%
10,476
+5,416
6 7
8
9 10