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
76
– –
-6,810
77
– –
-12,500
1 2 3
4