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
$979M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.3M
3
+$10.8M
4
CRWD icon
CrowdStrike
CRWD
+$4.36M
5
ABT icon
Abbott
ABT
+$2.63M

Top Sells

1
+$24.7M
2
+$15.2M
3
+$2.57M
4
PYPL icon
PayPal
PYPL
+$2.28M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.87M

Sector Composition

1 Technology 24.28%
2 Healthcare 20.74%
3 Financials 16.27%
4 Consumer Discretionary 10.82%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$911K 0.09%
6,000
-265
52
$805K 0.08%
12,265
+1,180
53
$796K 0.08%
4,926
-200
54
$742K 0.08%
13,882
-1,700
55
$599K 0.06%
29,580
+2,000
56
$572K 0.06%
2,171
-272
57
$570K 0.06%
11,128
-488
58
$538K 0.06%
5,320
59
$523K 0.05%
6,017
-283,649
60
$501K 0.05%
900
61
$487K 0.05%
1,136
-100
62
$445K 0.05%
2,078
+102
63
$423K 0.04%
19,335
64
$411K 0.04%
1,715
-342
65
$376K 0.04%
1,028
+23
66
$372K 0.04%
2,643
67
$315K 0.03%
820
68
$312K 0.03%
1,306
69
$307K 0.03%
2,063
70
$306K 0.03%
6,432
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71
$304K 0.03%
7,369
72
$288K 0.03%
3,645
-32,510
73
$274K 0.03%
2,492
74
$268K 0.03%
522
+62
75
$261K 0.03%
3,332
1 2
3
4