AIM

Avity Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 22.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.06M
3
+$4.51M
4
LOW icon
Lowe's Companies
LOW
+$4.43M
5
ACN icon
Accenture
ACN
+$1.46M

Top Sells

1
+$15.5M
2
+$8.4M
3
+$2.88M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.43M
5
V icon
Visa
V
+$1.25M

Sector Composition

1 Financials 17.7%
2 Healthcare 17.22%
3 Technology 14.06%
4 Industrials 12.45%
5 Energy 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.04%
8,900
52
$204K 0.04%
+4,200
53
$14K ﹤0.01%
3,000
54
$3K ﹤0.01%
39
55
– –
-3,190
56
– –
-8,843
57
– –
-3,896
58
– –
-615,105
1 2
3