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
$1.28B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$15.8M
3
+$9.46M
4
UBER icon
Uber
UBER
+$4.08M
5
GS icon
Goldman Sachs
GS
+$1.45M

Top Sells

1
+$37.9M
2
+$12.4M
3
+$2.89M
4
AMAT icon
Applied Materials
AMAT
+$2.55M
5
ABT icon
Abbott
ABT
+$2.43M

Sector Composition

1 Technology 30.61%
2 Healthcare 16.47%
3 Financials 13.8%
4 Consumer Discretionary 9.18%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.11%
4,397
52
$1.27M 0.1%
1,430
+250
53
$1.17M 0.09%
16,510
+7,880
54
$985K 0.08%
18,800
55
$912K 0.07%
6,500
+3,250
56
$900K 0.07%
10,000
+5,000
57
$883K 0.07%
10,561
-32
58
$865K 0.07%
4,585
-375
59
$806K 0.06%
6,800
+3,110
60
$728K 0.06%
3,295
-72
61
$722K 0.06%
6,599
-168
62
$714K 0.06%
23,147
63
$675K 0.05%
650
64
$665K 0.05%
2,675
-750
65
$653K 0.05%
2,143
-30
66
$628K 0.05%
3,179
-264
67
$613K 0.05%
1,048
+430
68
$609K 0.05%
6,333
69
$557K 0.04%
6,893
-925
70
$521K 0.04%
4,292
71
$498K 0.04%
19,104
+4
72
$488K 0.04%
551
-25
73
$482K 0.04%
836
+16
74
$481K 0.04%
975
75
$460K 0.04%
1,175
1 2
3
4 5