We are live on ! Find out more
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
201
$465K 0.02%
3,755
-1,324
202
$459K 0.02%
1,767
+130
203
$440K 0.02%
6,676
+72
204
$434K 0.02%
1,692
+104
205
$430K 0.02%
1,211
-93
206
$423K 0.02%
12,295
+870
207
$407K 0.02%
15,609
+1,697
208
$399K 0.02%
4,863
+78
209
$354K 0.01%
+328
210
$349K 0.01%
8,084
+130
211
$337K 0.01%
5,358
+193
212
$334K 0.01%
13,049
+782
213
$311K 0.01%
1,530
-161
214
$309K 0.01%
4,607
+96
215
$298K 0.01%
26,602
-103
216
$297K 0.01%
+311
217
$292K 0.01%
3,062
-325
218
$279K 0.01%
3,091
-352
219
$272K 0.01%
2,586
+53
220
$270K 0.01%
5,838
-1,032
221
$256K 0.01%
2,112
+915
222
$250K 0.01%
2,952
+12
223
$242K 0.01%
2,420
-273
224
$233K 0.01%
3,392
+278
225
$225K 0.01%
878
-76
7 8
9
10 11