AIM

Avity Investment Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.11M
3
+$4.82M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.43M
5
JPM icon
JPMorgan Chase
JPM
+$1.26M

Top Sells

1
+$12M
2
+$8.26M
3
+$3.5M
4
STI
SunTrust Banks, Inc.
STI
+$3.16M
5
BDX icon
Becton Dickinson
BDX
+$1.41M

Sector Composition

1 Technology 20.27%
2 Financials 18.28%
3 Healthcare 15.5%
4 Consumer Discretionary 14.52%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.05%
3,014
52
$398K 0.05%
21,555
53
$395K 0.05%
3,556
+600
54
$388K 0.05%
4,786
55
$374K 0.05%
5,970
-154
56
$366K 0.04%
7,679
-1,020
57
$333K 0.04%
1,170
58
$312K 0.04%
5,817
+587
59
$311K 0.04%
901
60
$290K 0.04%
+3,779
61
$288K 0.03%
1,800
62
$269K 0.03%
2,950
-50
63
$258K 0.03%
5,500
64
$257K 0.03%
14,100
65
$247K 0.03%
4,963
-198
66
$242K 0.03%
8,800
67
$241K 0.03%
1,514
-50
68
$236K 0.03%
2,574
69
$234K 0.03%
3,416
-97
70
$225K 0.03%
1,405
-300
71
$216K 0.03%
+13,800
72
$212K 0.03%
+4,246
73
$207K 0.03%
+4,862
74
$200K 0.02%
+5,450
75
$127K 0.02%
10,000
1 2
3
4