AIM

Avity Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.43M
3
+$7.94M
4
ABT icon
Abbott
ABT
+$5.3M
5
CVX icon
Chevron
CVX
+$3.63M

Top Sells

1
+$10.4M
2
+$8.9M
3
+$6.63M
4
LOW icon
Lowe's Companies
LOW
+$6.15M
5
VMW
VMware, Inc
VMW
+$3.58M

Sector Composition

1 Financials 19.7%
2 Technology 18.74%
3 Healthcare 16.5%
4 Consumer Discretionary 12.21%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,136
77
– –
-13,800
78
– –
-2,475
79
– –
-5,935
1 2 3
4