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
$891M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.49M
3
+$4.1M
4
APH icon
Amphenol
APH
+$1.73M
5
JPM icon
JPMorgan Chase
JPM
+$1.3M

Top Sells

1
+$2.94M
2
+$2.27M
3
+$1.89M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.86M
5
ABT icon
Abbott
ABT
+$1.64M

Sector Composition

1 Technology 19.46%
2 Financials 19%
3 Healthcare 16.52%
4 Consumer Discretionary 15.72%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$372K 0.04%
2,750
-20
52
$363K 0.04%
3,256
-100
53
$348K 0.04%
3,014
54
$321K 0.04%
1,739
+64
55
$285K 0.03%
920
56
$284K 0.03%
2,371
-71
57
$277K 0.03%
6,200
58
$268K 0.03%
1,800
59
$259K 0.03%
798
-10
60
$245K 0.03%
+2,200
61
$236K 0.03%
14,100
62
$232K 0.03%
3,766
-1,338
63
$212K 0.02%
+7,916
64
$205K 0.02%
+13,800
65
$200K 0.02%
+3,332
66
$147K 0.02%
4,333
-200
67
$90K 0.01%
10,000
68
– –
-1,640
1 2
3