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
$1.19B
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$2.06M
3
+$1.63M
4
CVX icon
Chevron
CVX
+$1.07M
5
VMW
VMware, Inc
VMW
+$914K

Top Sells

1
+$3.15M
2
+$2.73M
3
+$1.77M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.68M
5
MMC icon
Marsh & McLennan
MMC
+$1.65M

Sector Composition

1 Technology 27.02%
2 Financials 18.8%
3 Healthcare 15.12%
4 Consumer Discretionary 13.78%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.02%
5,187
77
$252K 0.02%
1,979
-700
78
$233K 0.02%
2,968
-120
79
$221K 0.02%
4,956
80
$216K 0.02%
935
81
$210K 0.02%
250
-100
82
$209K 0.02%
1,400
-61
83
$206K 0.02%
4,885
-1,343
84
$155K 0.01%
10,000
85
– –
-1,545
1 2 3
4