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
$922M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.72M
3
+$5.49M
4
META icon
Meta Platforms (Facebook)
META
+$3.62M
5
ABT icon
Abbott
ABT
+$1.96M

Top Sells

1
+$12.4M
2
+$8.02M
3
+$7.23M
4
FTV icon
Fortive
FTV
+$3.78M
5
PYPL icon
PayPal
PYPL
+$3.18M

Sector Composition

1 Technology 22.97%
2 Healthcare 19.95%
3 Financials 15.41%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.02%
+460
77
$208K 0.02%
+783
78
$132K 0.01%
10,000
79
– –
-1,116
80
– –
-4,576
81
– –
-13,800
82
– –
-3,370
83
– –
-3,272
84
– –
-6,100
85
– –
-3,350
86
– –
-3,984
87
– –
-9,494
1 2 3
4